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

Level Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Hold
509
– – 0.18% 49
2025
Q1 		$286K Sell
509
-30
-6% -$16.9K 0.19% 42
2024
Q4 		$317K Buy
+539
New +$317K 0.22% 41