FFWA
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Forthright Family Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Forthright Family Wealth Advisory’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$361K Buy
+582
New +$361K 0.23% 40