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

Bestgate Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.9M Hold
10,497
– – 12.23% 1
2025
Q1 		$5.9M Sell
10,497
-1,085
-9% -$610K 12.23% 1
2024
Q4 		$6.82M Buy
+11,582
New +$6.82M 13.68% 1