Cove Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Buy
1,192
+583
+96% +$362K 0.26% 84
2025
Q1
$342K Buy
+609
New +$342K 0.18% 102