GWA
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Gutierrez Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Gutierrez Wealth Advisory’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 		$731K Sell
1,178
-49
-4% -$30.4K 0.49% 25
2025
Q1 		$689K Buy
1,227
+635
+107% +$357K 0.56% 17
2024
Q4 		$349K Buy
+592
New +$349K 0.29% 30