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

Grant Private Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$253K Sell
408
-856
-68% -$532K 0.14% 61
2025
Q1 		$710K Sell
1,264
-20
-2% -$11.2K 0.77% 35
2024
Q4 		$756K Buy
+1,284
New +$756K 0.82% 32