CWM
IVV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$489K Sell
787
-88
-10% -$54.7K 0.34% 48
2025
Q1
$492K Buy
875
+3
+0.3% +$1.69K 0.39% 47
2024
Q4
$513K Buy
+872
New +$513K 0.44% 46