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

Mills 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	$273K	Sell
2025 Q2	$258K	Buy
2025 Q1	$201K	Buy