Widmann Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Widmann Financial Services’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$214K	Buy
2024 Q3	–	Sell
2024 Q2	$166K	Buy
2022 Q4	–	Sell
2022 Q3	$244K	Buy
2022 Q1	–	Sell
2021 Q4	$15K	Buy