Warner Financial’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 | $3.3M | Buy |
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|
2025
Q2 | $3.06M | Sell |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3.46M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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