Accredited Investor Services’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
$265K Sell
426
-116
-21% -$72K 0.2% 42
2025
Q1
$305K Buy
+542
New +$305K 0.25% 38