IWA
IVV icon

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

IBEX Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-161
Closed -$69K – 315
2021
Q3 		$69K Buy
+161
New +$69K 0.01% 249