ABWM
IVV icon

Alpine Bank Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.6M Buy
42,881
+454
+1% +$282K 4.02% 7
2025
Q1
$23.8M Buy
+42,427
New +$23.8M 3.83% 7
2024
Q3
$24.5M Buy
+42,498
New +$24.5M 3.92% 9