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

CWC Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
+339
New +$210K 0.11% 137
2025
Q1 		– Sell
-419
Closed -$247K – 140
2024
Q4 		$247K Hold
419
– – 0.25% 103
2024
Q3 		$242K Buy
+419
New +$242K 0.24% 102