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

Maridea Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.22M Buy
6,794
+1,082
+19% +$672K 1.1% 18
2025
Q1 		$3.21M Sell
5,712
-3,695
-39% -$2.08M 1.05% 17
2024
Q4 		$5.54M Buy
+9,407
New +$5.54M 1.78% 11