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

DSG Capital Advisors’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 		$1.05M Buy
1,686
+241
+17% +$150K 0.19% 71
2025
Q1 		$812K Hold
1,445
– – 0.16% 73
2024
Q4 		$851K Buy
+1,445
New +$851K 0.15% 76