BWM
IVV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$581K Hold
935
0.41% 15
2025
Q1
$525K Hold
935
0.41% 17
2024
Q4
$550K Buy
+935
New +$550K 0.46% 16