Elmwood Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Elmwood Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.39M	Buy
2022 Q1	–	Sell
2021 Q4	$24K	Buy
2021 Q2	$21K	Hold
2021 Q1	$20K	Buy