OPWM
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Oregon Pacific Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Oregon Pacific Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.56M Buy
2,518
+279
+12% +$173K 1.48% 14
2025
Q1 		$1.26M Sell
2,239
-1,879
-46% -$1.06M 1.26% 17
2024
Q4 		$2.42M Buy
+4,118
New +$2.42M 2.38% 9