Merkkuri Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Merkkuri Wealth Advisors’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 Q3	$1.15M	Sell
2025 Q2	$1.76M	Sell
2025 Q1	$3.29M	Sell
2024 Q4	$3.74M	Sell
2024 Q3	$4.11M	Sell
2024 Q2	$4.7M	Buy