Encompass More Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Encompass More Asset Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.45M	Sell
2025 Q2	$4.29M	Buy
2025 Q1	$3.33M	Buy
2024 Q4	$3.07M	Buy
2024 Q2	–	Sell
2024 Q1	$973K	Buy
2023 Q4	$658K	Buy