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Claris Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Claris Financial’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 		– Sell
-387
Closed -$228K – 148
2025
Q1 		$228K Hold
387
– – 0.15% 146
2024
Q4 		$228K Buy
+387
New +$228K 0.15% 146