Symphony Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $7.46M | Buy |
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|
2024
Q3 | $6.78M | Buy |
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|
2024
Q2 | $6.25M | Buy |
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|
2024
Q1 | $4.92M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $3.14M | Sell |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $4.59M | Sell |
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|
2022
Q3 | $4.85M | Sell |
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|
2022
Q2 | $5.29M | Buy |
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|
2022
Q1 | $5.3M | Buy |
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|
2021
Q4 | $5.27M | Buy |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $729K | Buy |
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