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

Certus Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.8M	Sell
2025 Q1	$7.46M	Buy
2024 Q4	$7.67M	Sell
2024 Q3	$7.3M	Buy
2024 Q2	$5.68M	Sell
2024 Q1	$5.96M	Buy
2023 Q4	$5.45M	Buy
2023 Q3	$4.41M	Buy
2023 Q2	$4.25M	Buy