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

Collier 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
Q1 		$574K Sell
1,022
-13,901
-93% -$7.81M 0.49% 25
2024
Q4 		$8.78M Buy
+14,923
New +$8.78M 7.85% 5