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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$337K	Hold
2025 Q2	$313K	Hold
2025 Q1	$283K	Hold
2024 Q4	$297K	Buy