DWM
IVV icon

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

Daner Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.36M Buy
+8,304
New +$5.36M 3.7% 9
2024
Q4 		$5.19M Buy
+8,542
New +$5.19M 3.81% 8