4Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Hold
376
0.24% 117
2025
Q1
$211K Hold
376
0.23% 116
2024
Q4
$221K Buy
+376
New +$221K 0.22% 133