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Asset Planning Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Asset Planning Inc’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.5K Hold
22
– – 0.01% 219
2025
Q1 		$12.2K Hold
22
– – 0.01% 229
2024
Q4 		$12.7K Buy
+22
New +$12.7K 0.01% 229