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Alpha Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Alpha Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$361K Sell
581
-606
-51% -$376K 0.14% 35
2025
Q1 		$667K Buy
1,187
+627
+112% +$352K 0.3% 19
2024
Q4 		$330K Hold
560
– – 0.15% 35
2024
Q3 		$323K Buy
+560
New +$323K 0.14% 31