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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.8M Buy
2025
Q1
$24.7M Buy
2024
Q4
$25.2M Buy
2024
Q3
$24.5M Buy
2024
Q2
$22M Buy
2024
Q1
$20.2M Buy