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

Proactive Wealth Strategies’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$672K Sell
1,082
-19
-2% -$11.8K 0.32% 74
2025
Q1 		$619K Buy
1,101
+24
+2% +$13.5K 0.33% 73
2024
Q4 		$634K Buy
1,077
+211
+24% +$124K 0.33% 72
2024
Q3 		$499K Buy
+866
New +$499K 0.28% 76