LWM
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Ledge Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ledge Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-552
Closed -$227K – 66
2023
Q1 		$227K Buy
+552
New +$227K 0.11% 62