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

Accredited Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.7K Sell
138
-15
-10% -$9.31K 0.07% 107
2025
Q1 		$86K Sell
153
-10
-6% -$5.62K 0.07% 100
2024
Q4 		$96K Buy
+163
New +$96K 0.08% 101