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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.77M Sell
2025
Q2
$6.3M Sell
2025
Q1
$5.82M Sell
2024
Q4
$7.24M Sell
2024
Q3
$7.61M Sell
2024
Q2
$7.95M Sell
2024
Q1
$10.7M Sell
2023
Q4
$10.2M Buy