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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$8.46M Buy
20,479
+16,022
+359% +$6.62M 4.61% 6
2020
Q4
$1.67M Buy
+4,457
New +$1.67M 1.1% 27