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Putney Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Putney Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.9K Buy
90
+10
+13% +$6.21K 0.06% 126
2025
Q1 		$45K Hold
80
– – 0.05% 123
2024
Q4 		$47.1K Buy
+80
New +$47.1K 0.04% 136