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

Potentia Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.19M Sell
6,743
-5,008
-43% -$3.11M 2.39% 10
2025
Q1 		$6.6M Sell
11,751
-279
-2% -$157K 3.1% 8
2024
Q4 		$7.08M Buy
+12,030
New +$7.08M 3.15% 6