CWMS
IVV icon

Cannon Wealth Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Cannon Wealth Management Services’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Hold
2,128
– – 1.08% 22
2025
Q1 		$1.2M Sell
2,128
-14
-0.7% -$7.89K 1.07% 21
2024
Q4 		$1.29M Buy
2,142
+47
+2% +$28.2K 1.11% 22
2024
Q3 		$1.21M Buy
+2,095
New +$1.21M 1.11% 21