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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
3,119
-25
-0.8% -$15.5K 0.37% 70
2025
Q1
$1.77M Sell
3,144
-397
-11% -$223K 0.41% 63
2024
Q4
$2.08M Buy
+3,541
New +$2.08M 0.45% 53