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Retirement Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Retirement Wealth Solutions’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.4M Sell
18,393
-3,258
-15% -$2.02M 8.34% 3
2025
Q1 		$12.2M Buy
21,651
+698
+3% +$392K 9.82% 3
2024
Q4 		$12.2M Buy
+20,953
New +$12.2M 10.33% 3