Tobias Financial Advisors’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
Q3 | $2.38M | Sell |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $358K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.81M | Buy |
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