CWA
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Crux Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Crux Wealth Advisors’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 		$1.14M Sell
1,843
-395
-18% -$245K 0.49% 62
2025
Q1 		$1.26M Sell
2,238
-37
-2% -$20.8K 0.65% 47
2024
Q4 		$1.34M Buy
+2,275
New +$1.34M 0.75% 38