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

Kondo Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$930K Buy
1,498
+288
+24% +$179K 0.41% 28
2025
Q1 		$680K Sell
1,210
-3
-0.2% -$1.69K 0.34% 33
2024
Q4 		$714K Buy
+1,213
New +$714K 0.36% 33