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

Crowley Wealth Management’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
Q2 		$277K Buy
446
+280
+169% +$174K 0.25% 57
2025
Q1 		$93.3K Hold
166
– – 0.09% 102
2024
Q4 		$97.7K Buy
+166
New +$97.7K 0.09% 104