OWP
IVV icon

ORG Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$909K Sell
1,462
-34
-2% -$21.1K 0.22% 68
2025
Q1
$845K Buy
+1,496
New +$845K 0.26% 73