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Copia Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Copia Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
2,353
+17
+0.7% +$10.6K 1.23% 21
2025
Q1 		$1.31M Sell
2,336
-28
-1% -$15.7K 1.21% 19
2024
Q4 		$1.39M Buy
+2,364
New +$1.39M 1.32% 20