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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$813K	Hold
2025 Q2	$754K	Hold
2025 Q1	$683K	Hold
2024 Q4	$715K	Buy