Evolution Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Evolution Wealth Advisors’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	$353K	Sell
2024 Q4	$499K	Hold
2024 Q3	$489K	Buy
2020 Q4	–	Sell
2020 Q3	$64K	Sell
2020 Q2	$67K	Buy
2019 Q1	–	Sell
2018 Q4	$147K	Buy