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Portland Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Portland Financial Advisors’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 		$930K Hold
1,498
– – 2.23% 11
2025
Q1 		$842K Hold
1,498
– – 2.15% 10
2024
Q4 		$882K Buy
+1,498
New +$882K 2.37% 10