MB Generational Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

MB Generational Wealth’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.78M	Hold
2024 Q4	$2.92M	Hold
2024 Q3	$2.86M	Hold
2024 Q2	$2.71M	Sell
2024 Q1	$2.74M	Sell
2023 Q4	$2.57M	Buy