Levy Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Levy Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$486K	Buy
2024 Q1	$318K	Hold
2023 Q4	$318K	Buy
2023 Q3	$284K	Hold
2023 Q2	$295K	Buy
2023 Q1	$271K	Buy
2022 Q4	$253K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Buy
2021 Q4	$214K	Buy