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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$93.7K Hold
2025
Q2
$86.9K Hold
2025
Q1
$78.7K Hold
2024
Q4
$82.4K Hold
2024
Q3
$80.8K Hold
2024
Q2
$76.6K Buy