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

Compass Planning Associates’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$503K	Buy
2025 Q4	$526K	Buy
2025 Q3	$513K	Buy
2025 Q2	$475K	Buy
2025 Q1	$429K	Buy
2024 Q4	$401K	Buy