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Atlas Legacy Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlas Legacy Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$29.9M Sell
48,204
-2,011
-4% -$1.25M 6.59% 3
2025
Q1 		$28.2M Sell
50,215
-1,455
-3% -$818K 7.17% 3
2024
Q4 		$30.4M Buy
+51,670
New +$30.4M 7.37% 2