Sweet Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Sweet Financial Partners’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
2024 Q3	$1.76M	Buy
2024 Q2	$1.67M	Buy
2024 Q1	$1.6M	Buy
2023 Q4	$1.45M	Buy
2023 Q3	$1.29M	Hold
2023 Q2	$1.34M	Buy
2023 Q1	$1.23M	Buy
2022 Q4	$1.15M	Buy
2022 Q3	$1.07M	Buy
2022 Q2	$1.13M	Buy