United Asset Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

United Asset Strategies’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$228K	Sell
2025 Q2	$243K	Buy
2025 Q1	$216K	Buy
2024 Q4	$221K	Buy
2024 Q3	$213K	Sell
2024 Q2	$222K	Buy
2024 Q1	–	Sell
2023 Q4	$227K	Buy
2020 Q1	–	Sell
2019 Q4	$352K	Buy