Steward Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Steward Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$20K	Hold
2023 Q2	$20K	Buy
2022 Q3	–	Sell
2022 Q2	$26K	Buy
2022 Q1	$21K	Hold
2021 Q4	$22K	Buy