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

Intellus Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$902K Buy
1,452
+843
+138% +$523K 0.13% 54
2025
Q1 		$342K Hold
609
– – 0.06% 87
2024
Q4 		$359K Buy
+609
New +$359K 0.06% 79