AssuredPartners Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

AssuredPartners Investment 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	$548K	Sell
2025 Q2	$593K	Sell
2025 Q1	$946K	Buy
2024 Q4	$824K	Buy