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Atlantic Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlantic Family Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$31.6M Buy
50,875
+463
+0.9% +$287K 27.48% 1
2025
Q1 		$28.3M Buy
50,412
+2,050
+4% +$1.15M 26.05% 1
2024
Q4 		$28.5M Buy
+48,362
New +$28.5M 33.66% 1