WealthGarden F.S.’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
Q2
$3.49M Sell
2025
Q1
$4.05M Sell
2024
Q4
$5.2M Sell
2024
Q3
$5.34M Sell
2024
Q2
$5.67M Buy