Elevation Capital Advisory’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
2024
Q4
Sell
-534
Closed -$308K 65
2024
Q3
$308K Buy
+534
New +$308K 0.14% 49