Ball & Co Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
3
﹤0.01% 65
2025
Q1
$1K Hold
3
﹤0.01% 62
2024
Q4
$1K Buy
+3
New +$1K ﹤0.01% 66