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

Barlow Wealth Partners’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	$1.25M	Hold
2025 Q2	$1.16M	Buy
2025 Q1	$898K	Buy
2024 Q4	$637K	Buy
2024 Q3	$606K	Buy
2024 Q2	$481K	Buy
2024 Q1	$269K	Hold
2023 Q4	$251K	Buy