PWAM
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Private Wealth Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Private Wealth Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$41.8M Buy
67,300
+6,611
+11% +$4.1M 5.55% 4
2025
Q1 		$34.1M Buy
+60,689
New +$34.1M 4.9% 4