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Code Waechter’s iShares Core S&P 500 ETF IVV Stock Holding History

Code Waechter’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Sell
2,484
-660
-21% -$410K 1.1% 17
2025
Q1 		$1.77M Buy
3,144
+620
+25% +$348K 1.45% 16
2024
Q4 		$1.49M Sell
2,524
-30
-1% -$17.7K 1.3% 18
2024
Q3 		$1.47M Buy
+2,554
New +$1.47M 1.4% 16