White & Co Financial Planning’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
$284K Sell
2025
Q2
$286K Sell
2025
Q1
$294K Sell
2024
Q4
$369K Buy