Triad Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Triad Financial Advisors’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
2023 Q3	$632K	Sell
2023 Q2	$701K	Hold
2023 Q1	$646K	Sell
2022 Q4	$674K	Buy
2022 Q3	$439K	Hold
2022 Q2	$464K	Hold
2022 Q1	$555K	Hold
2021 Q4	$584K	Buy