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

BCU Wealth Advisors’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	$4.22M	Buy
2025 Q2	$3.72M	Sell
2025 Q1	$6.36M	Buy
2024 Q4	$5.65M	Buy
2024 Q3	$5.5M	Sell
2024 Q2	$5.3M	Sell
2024 Q1	$5.4M	Sell
2023 Q4	$6.13M	Buy