Walker Financial Services’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
$340K Buy
2025
Q2
$303K Hold
2025
Q1
$275K Buy
2024
Q4
$288K Sell
2024
Q3
$282K Hold
2024
Q2
$267K Sell
2024
Q1
$265K Buy