Millstone Evans Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Hold
289
0.12% 130
2025
Q1
$162K Buy
289
+14
+5% +$7.87K 0.11% 142
2024
Q4
$162K Buy
+275
New +$162K 0.11% 138