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

Davies Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-413
Closed -$217K – 71
2024
Q1 		$217K Buy
+413
New +$217K 0.22% 60