Victory Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
870
-175
-17% -$109K 0.09% 119
2025
Q1
$587K Sell
1,045
-323
-24% -$181K 0.11% 95
2024
Q4
$806K Buy
+1,368
New +$806K 0.21% 62
2024
Q2
$352K Buy
644
+136
+27% +$74.4K 0.16% 55
2024
Q1
$267K Buy
+508
New +$267K 0.16% 45