BRWM
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Blue Rock Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Blue Rock Wealth Management’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
Q1 		$465K Sell
828
-23
-3% -$12.9K 0.39% 48
2024
Q4 		$501K Buy
+851
New +$501K 0.53% 36