Independent Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Family Office’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	$974K	Buy
2025 Q1	$878K	Buy
2024 Q4	$844K	Hold
2024 Q3	$827K	Hold
2024 Q2	$785K	Hold
2024 Q1	$754K	Hold
2023 Q4	$685K	Hold
2023 Q3	$616K	Buy