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Morse Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Morse Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$166K Sell
268
-2
-0.7% -$1.24K 0.04% 159
2025
Q1 		$152K Sell
270
-16
-6% -$8.99K 0.04% 151
2024
Q4 		$168K Buy
286
+246
+615% +$145K 0.04% 154
2024
Q3 		$23.1K Buy
+40
New +$23.1K 0.01% 243