Keeler & Nadler Financial Planning & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Buy
2025 Q1	$286K	Buy
2024 Q4	$300K	Buy
2024 Q3	$293K	Buy
2024 Q2	$277K	Buy
2024 Q1	$265K	Sell
2023 Q4	$361K	Buy
2021 Q4	$208K	Buy