Amplius Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Amplius Wealth 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 Q3	$931K	Sell
2025 Q2	$900K	Buy
2025 Q1	$797K	Buy
2024 Q4	$832K	Buy
2024 Q3	$812K	Buy
2024 Q2	$768K	Buy
2022 Q1	–	Sell
2021 Q4	$474K	Buy