Sterling Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Buy
2024 Q4	$1.71M	Sell
2024 Q3	$2.25M	Sell
2024 Q2	$2.75M	Sell
2024 Q1	$3.04M	Sell
2023 Q4	$2.96M	Buy