Brass Tax Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Brass Tax Wealth Management’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 Q2	–	Sell
2025 Q1	$5.68M	Buy
2024 Q4	$5.94M	Sell
2024 Q3	$5.84M	Buy
2024 Q2	$5.07M	Sell
2024 Q1	$4.91M	Buy