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

MN 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	$1M	Buy
2025 Q2	$888K	Sell
2025 Q1	$851K	Sell
2024 Q4	$901K	Sell
2024 Q3	$887K	Sell
2024 Q2	$852K	Sell
2024 Q1	$820K	Sell
2023 Q4	$767K	Buy