Mittelman Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mittelman Wealth Management’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 Q2	$296K	Sell
2025 Q1	$646K	Sell
2024 Q4	$710K	Sell
2024 Q3	$699K	Sell
2024 Q2	$676K	Sell
2024 Q1	$691K	Buy