Graybill Wealth Management’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
$373K Hold
600
0.12% 69
2025
Q1
$337K Buy
+600
New +$337K 0.12% 69