OneAscent Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

OneAscent Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$206K	Buy
2024 Q1	–	Sell
2023 Q4	$203K	Buy
2022 Q2	–	Sell
2022 Q1	$380K	Buy
2021 Q1	$208K	Sell
2020 Q4	$1.38M	Buy