Dupree Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
356
-56
-14% -$34.8K 0.09% 66
2025
Q1
$231K Buy
+412
New +$231K 0.09% 66