Helen Stephens Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Helen Stephens Group’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 Q3	$1.14M	Buy
2025 Q2	$1.05M	Buy
2025 Q1	$945K	Buy
2024 Q4	$987K	Sell
2024 Q3	$973K	Buy
2024 Q2	$919K	Buy
2024 Q1	–	Sell
2023 Q4	$236K	Buy