Synergy Financial Group’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 | $410K | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $333K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $306K | Buy |
|