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

Magnolia Private Wealth’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 		$2.83M Sell
4,560
-271
-6% -$168K 2.19% 12
2025
Q1 		$2.71M Buy
4,831
+2,234
+86% +$1.26M 2.24% 9
2024
Q4 		$1.53M Buy
+2,597
New +$1.53M 1.31% 16