EPW
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Endeavor Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Endeavor Private Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.38M Sell
11,880
-11,500
-49% -$7.14M 3.49% 5
2025
Q1 		$13.1M Buy
23,380
+12,051
+106% +$6.77M 7.13% 1
2024
Q4 		$6.67M Buy
+11,329
New +$6.67M 6.34% 3