MWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
415
+58
+16% +$36K 0.12% 57
2025
Q1 		$201K Buy
+357
New +$201K 0.11% 61