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Accelerate Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Accelerate Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.64M Sell
7,468
-945
-11% -$587K 3.45% 6
2025
Q1 		$4.73M Buy
8,413
+297
+4% +$167K 3.96% 6
2024
Q4 		$4.78M Buy
8,116
+833
+11% +$490K 4.21% 5
2024
Q3 		$4.2M Buy
+7,283
New +$4.2M 4.1% 6