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

Curio Wealth’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 		$17.4K Buy
28
+27
+2,700% +$16.8K 0.01% 175
2025
Q1 		$16.5K Sell
1
-27
-96% -$445K 0.01% 193
2024
Q4 		$16.5K Buy
+28
New +$16.5K 0.01% 184