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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13M Sell
20,980
-1,100
-5% -$683K 3.24% 6
2025
Q1
$12.4M Sell
22,080
-5,886
-21% -$3.31M 3.41% 6
2024
Q4
$16.5M Buy
+27,966
New +$16.5M 4.38% 2