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

Avant Financial 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	$818K	Hold
2025 Q2	$759K	Hold
2025 Q1	$687K	Buy
2024 Q4	$713K	Buy