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Clune & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Clune & Associates’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 		$1.64M Buy
2,638
+513
+24% +$318K 0.45% 59
2025
Q1 		$1.19M Sell
2,125
-35
-2% -$19.7K 0.37% 68
2024
Q4 		$1.27M Buy
+2,160
New +$1.27M 0.42% 63