Heritage Wealth Management (California)’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Wealth Management (California)’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 Q2	$271K	Hold
2025 Q1	$245K	Hold
2024 Q4	$257K	Hold
2024 Q3	$251K	Hold
2024 Q2	$239K	Hold
2024 Q1	$229K	Sell
2023 Q4	$210K	Buy