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MPWM Advisory Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

MPWM Advisory Solutions’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$109K Sell
175
-66
-27% -$41K 0.07% 106
2025
Q1 		$135K Hold
241
– – 0.1% 82
2024
Q4 		$142K Buy
+241
New +$142K 0.1% 86