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

Blue Zone 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	$395K	Buy
2025 Q2	$340K	Buy
2025 Q1	$273K	Sell
2024 Q4	$318K	Sell
2024 Q3	$321K	Buy
2024 Q2	$211K	Sell
2024 Q1	$282K	Buy