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

Quotient Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$389M	Buy
2025 Q2	$360M	Buy
2025 Q1	$320M	Sell
2024 Q4	$355M	Buy
2024 Q3	$344M	Buy
2024 Q2	$319M	Buy
2024 Q1	$270M	Buy
2023 Q4	$233M	Buy