OFC Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

OFC Financial Planning’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	$6.02M	Hold
2025 Q1	$5.45M	Sell
2024 Q4	$5.71M	Buy