PWM
IVV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
+523
New +$325K 0.24% 45
2025
Q1
Sell
-345
Closed -$203K 78
2024
Q4
$203K Buy
+345
New +$203K 0.35% 57