EnRich Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

EnRich Financial Partners’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 Q2	–	Sell
2025 Q1	$206K	Sell
2024 Q4	$220K	Sell
2024 Q3	$216K	Sell
2024 Q2	$279K	Buy
2024 Q1	$268K	Sell
2023 Q4	$246K	Buy