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

BKM Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-298
Closed -$142K – 363
2023
Q4 		$142K Buy
+298
New +$142K 0.06% 177