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Ridgeline Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Ridgeline Wealth Planning’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 		$1.81M Buy
2,916
+964
+49% +$599K 1.49% 13
2025
Q1 		$1.1M Buy
1,952
+646
+49% +$363K 1.08% 12
2024
Q4 		$769K Buy
+1,306
New +$769K 0.74% 17