BAS
IVV icon

Breakthru Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.9M Hold
28,286
24.58% 1
2025
Q1
$15.9M Sell
28,286
-1,315
-4% -$739K 24.58% 1
2024
Q4
$17.4M Buy
+29,601
New +$17.4M 15.77% 1