One Wealth Management Investment & Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

One Wealth Management Investment & Advisory Services’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	$3.03M	Buy
2025 Q2	$2.79M	Sell
2025 Q1	$2.64M	Sell
2024 Q4	$2.8M	Sell
2024 Q3	$2.8M	Sell
2024 Q2	$25.5M	Sell
2024 Q1	$27.5M	Sell
2023 Q4	$29.8M	Buy