2WWM
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21 West Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

21 West 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 		$2.2M Hold
2025
Q2 		$2.05M Buy