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

Envision Financial’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 		$2.38M Buy
3,833
+1
+0% +$621 1.59% 18
2025
Q1 		$2.15M Hold
3,832
– – 1.62% 20
2024
Q4 		$2.26M Buy
+3,832
New +$2.26M 1.81% 18