Atlantic Edge Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlantic Edge Private Wealth Management’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 Q2	$13.8M	Buy
2025 Q1	$9.26M	Buy
2024 Q4	$9.37M	Buy
2024 Q3	$8.6M	Buy
2024 Q2	$8.03M	Sell
2024 Q1	$7.81M	Buy
2023 Q4	$6.93M	Buy