MWS
IVV icon

MFA Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History

MFA Wealth Services’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.4M Buy
21,516
+346
+2% +$215K 10.04% 1
2025
Q1 		$11.9M Buy
21,170
+1,216
+6% +$683K 9.78% 1
2024
Q4 		$11.7M Buy
+19,954
New +$11.7M 9.42% 1