IWA
IVV icon

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

IVC Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-582
Closed -$250K – 168
2023
Q3 		$250K Hold
582
– – 0.17% 121
2023
Q2 		$259K Buy
+582
New +$259K 0.16% 123