CWMK
IVV icon

Caliber Wealth Management (Kansas)’s iShares Core S&P 500 ETF IVV Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$96M Buy
154,664
+22,496
+17% +$14M 10.32% 1
2025
Q1 		$74.3M Buy
+132,168
New +$74.3M 10.13% 1