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Elm3 Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Elm3 Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$569K Sell
917
-202
-18% -$125K 0.47% 44
2025
Q1 		$629K Sell
1,119
-270
-19% -$152K 0.55% 39
2024
Q4 		$818K Buy
+1,389
New +$818K 0.7% 35