Allied Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Allied Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Sell
2025 Q1	$352K	Sell
2024 Q4	$390K	Sell
2024 Q3	$396K	Buy
2023 Q3	–	Sell
2023 Q2	$212K	Buy