Members Wealth’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
Q1
$20.7M Buy
36,849
+6,783
+23% +$3.81M 15.62% 1
2024
Q4
$18.2M Buy
+30,066
New +$18.2M 13.61% 1
2024
Q2
$23.4M Buy
+37,529
New +$23.4M 15.69% 1