Mattson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
2,206
+1,986
+903% +$1.23M 0.37% 89
2025
Q1
$124K Buy
+220
New +$124K 0.04% 158