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

Balanced Wealth Group’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 Q2	$1.21M	Sell
2025 Q1	$1.11M	Sell
2024 Q4	$1.23M	Sell
2024 Q3	$1.19M	Sell
2024 Q2	$1.45M	Sell
2024 Q1	$1.43M	Buy
2023 Q4	$1.18M	Buy