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

Gratus 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	$2.97M	Sell
2025 Q1	$2.71M	Sell
2024 Q4	$2.87M	Sell
2024 Q3	$2.8M	Buy
2024 Q2	$2.7M	Sell
2024 Q1	$2.46M	Buy
2023 Q4	$2.16M	Buy