Chokshi & Queen Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Chokshi & Queen Wealth Advisors’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	$44.4M	Buy
2025 Q2	$40.4M	Buy
2025 Q1	$35M	Buy
2024 Q4	$36.7M	Buy