GCWM
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Guided Capital Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Guided Capital 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 		$457K Hold
736
– – 0.35% 31
2025
Q1 		$414K Hold
736
– – 0.35% 30
2024
Q4 		$433K Buy
+736
New +$433K 0.4% 25