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Helium Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Helium Advisors’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 		$4.63M Sell
7,456
-333
-4% -$207K 2.93% 8
2025
Q1 		$4.38M Buy
7,789
+1,135
+17% +$638K 3.19% 8
2024
Q4 		$3.92M Buy
+6,654
New +$3.92M 3.1% 6