KWM
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Keating Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Keating Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$381K Hold
725
– – 0.23% 33
2023
Q4 		$346K Buy
+725
New +$346K 0.24% 32