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Broadway Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Broadway Wealth Solutions’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Buy
518
+18
+4% +$11.2K 0.2% 53
2025
Q1 		$281K Hold
500
– – 0.21% 62
2024
Q4 		$294K Buy
+500
New +$294K 0.22% 62