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Marshall Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Marshall Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-256
Closed -$144K – 118
2025
Q1 		$144K Hold
256
– – 0.09% 83
2024
Q4 		$148K Buy
+256
New +$148K 0.09% 77