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

Prasad Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.17M Sell
13,155
-2,792
-18% -$1.73M 2.39% 18
2025
Q1 		$8.96M Sell
15,947
-724
-4% -$407K 2.93% 9
2024
Q4 		$9.81M Buy
+16,671
New +$9.81M 3.18% 9