AG Asset Advisory’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
$335K Hold
540
0.29% 17
2025
Q1
$303K Hold
540
0.31% 18
2024
Q4
$318K Buy
+540
New +$318K 0.32% 17