CAWM
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Capital A Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Capital A Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$201K Sell
357
-119
-25% -$66.9K 0.21% 62
2024
Q4 		$280K Buy
+476
New +$280K 0.47% 50