MFF
IVV icon

Michels Family Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.02M Sell
6,469
-154
-2% -$95.6K 3.42% 3
2025
Q1
$3.72M Buy
6,623
+24
+0.4% +$13.5K 3.37% 3
2024
Q4
$3.88M Buy
+6,599
New +$3.88M 3.56% 3