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

Icon Wealth Advisors’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	$89M	Sell
2025 Q1	$104M	Sell
2024 Q4	$115M	Sell
2024 Q3	$115M	Sell
2024 Q2	$117M	Sell
2024 Q1	$125M	Sell
2023 Q4	$134M	Buy
2022 Q4	$74M	Sell
2022 Q3	$71.6M	Buy