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KDK Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

KDK Private Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.99M Sell
9,648
-67
-0.7% -$41.6K 6.4% 3
2025
Q1 		$5.46M Sell
9,715
-82
-0.8% -$46.1K 6.22% 3
2024
Q4 		$5.77M Buy
+9,797
New +$5.77M 5.99% 5