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Atala Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Atala Financial’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Buy
337
+227
+206% +$141K 0.14% 121
2025
Q1 		$61.8K Hold
110
– – 0.05% 165
2024
Q4 		$64.8K Buy
+110
New +$64.8K 0.05% 169