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Kaufman Rossin Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Kaufman Rossin Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Hold
504
– – 0.2% 78
2025
Q1 		$283K Hold
504
– – 0.2% 98
2024
Q4 		$297K Buy
+504
New +$297K 0.31% 31