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Next Level Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Next Level Wealth Planning’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Sell
2,359
-74
-3% -$45.9K 0.94% 11
2025
Q1 		$1.37M Buy
2,433
+148
+6% +$83.2K 1.04% 10
2024
Q4 		$1.35M Buy
+2,285
New +$1.35M 1.06% 10