AWM
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Apex Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Apex Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.07M Buy
14,612
+3,538
+32% +$2.2M 7.28% 2
2025
Q1 		$6.22M Sell
11,074
-1,206
-10% -$678K 5.6% 5
2024
Q4 		$7.23M Buy
+12,280
New +$7.23M 6.24% 3