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

McMill 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 		$8.26M Sell
13,332
-401
-3% -$248K 2.74% 11
2025
Q1 		$7.72M Buy
13,733
+4,396
+47% +$2.47M 2.78% 12
2024
Q4 		$5.5M Buy
+9,337
New +$5.5M 2.23% 12