Yardley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Yardley Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Hold
2025 Q2	$284K	Sell
2025 Q1	$264K	Sell
2024 Q4	$808K	Buy
2024 Q3	$276K	Buy