IMZ Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Buy
2025
Q2
$346K Buy
2025
Q1
$305K Buy
2024
Q4
$317K Buy
2024
Q3
$309K Sell
2024
Q2
$326K Buy
2024
Q1
$298K Buy
2023
Q4
$260K Buy