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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$927K Buy
1,492
+3
+0.2% +$1.86K 0.42% 33
2025
Q1
$836K Buy
1,489
+2
+0.1% +$1.12K 0.41% 36
2024
Q4
$875K Buy
+1,487
New +$875K 0.63% 33