CLP
IVV icon

Charis Legacy Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Charis Legacy Partners’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 		$754K Hold
1,215
– – 1.24% 15
2025
Q1 		$683K Hold
1,215
– – 1.29% 14
2024
Q4 		$715K Buy
+1,215
New +$715K 1.46% 14