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IVV icon

Greykasell Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.69M Buy
12,387
+355
+3% +$220K 3.69% 3
2025
Q1
$6.76M Buy
12,032
+981
+9% +$551K 3.61% 4
2024
Q4
$6.51M Buy
+11,051
New +$6.51M 3.61% 4