GWM
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GK Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GK Wealth Management’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 		$657K Sell
1,058
-125
-11% -$77.6K 0.59% 42
2025
Q1 		$665K Buy
1,183
+18
+2% +$10.1K 0.76% 32
2024
Q4 		$686K Buy
+1,165
New +$686K 0.87% 30