West Michigan Advisors’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
$659K Buy
2025
Q1
$588K Sell
2024
Q4
$617K Sell
2024
Q3
$648K Buy
2024
Q2
$594K Sell
2024
Q1
$591K Buy
2023
Q4
$530K Sell
2023
Q3
$524K Buy
2023
Q2
$506K Buy