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

Balance Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Buy
614
+52
+9% +$32.3K 0.22% 79
2025
Q1 		$316K Buy
+562
New +$316K 0.21% 92