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Opulen Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Opulen Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.41M Buy
7,102
+267
+4% +$166K 3.62% 5
2025
Q1 		$3.84M Buy
6,835
+179
+3% +$101K 3.49% 5
2024
Q4 		$3.92M Buy
+6,656
New +$3.92M 3.56% 5