Optivise Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Optivise 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	$2.86M	Sell
2025 Q2	$6.31M	Buy
2025 Q1	$5.46M	Buy
2024 Q4	$5.59M	Sell
2024 Q3	$5.77M	Buy
2024 Q2	$5.42M	Buy