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Holcombe Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Holcombe Financial’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 		$472K Hold
760
– – 0.36% 25
2025
Q1 		$427K Hold
760
– – 0.35% 24
2024
Q4 		$447K Buy
+760
New +$447K 0.37% 21