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BridgePort Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

BridgePort Financial Solutions’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$31.6M Sell
50,929
-1,920
-4% -$1.19M 10.51% 1
2025
Q1 		$29.7M Buy
52,849
+915
+2% +$514K 13.39% 1
2024
Q4 		$30.5M Buy
+51,934
New +$30.5M 13.82% 1