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Advyzon Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Advyzon Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.84M Sell
11,023
-4,104
-27% -$2.55M 1.52% 12
2025
Q1 		$8.5M Buy
15,127
+9,106
+151% +$5.12M 3% 7
2024
Q4 		$3.54M Buy
+6,021
New +$3.54M 1.37% 13