Westfuller 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
Q3
$2.43M Buy
2025
Q2
$1.53M Sell
2025
Q1
$1.5M Sell
2024
Q4
$9.47M Buy
2024
Q3
$8.34M Buy