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

Cura Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Buy
2,568
+238
+10% +$148K 0.64% 24
2025
Q1 		$1.31M Buy
2,330
+618
+36% +$347K 0.53% 28
2024
Q4 		$1.01M Buy
+1,712
New +$1.01M 0.45% 32