Thompson Davis & Co’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
$235K Buy
2025
Q1
Sell
2024
Q4
$209K Sell
2024
Q3
$216K Sell
2024
Q2
$218K Buy
2024
Q1
$209K Buy
2018
Q3
$81K Buy