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

Ridgeline Wealth’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 		$227K Sell
366
-65
-15% -$40.3K 0.19% 44
2025
Q1 		$242K Hold
431
– – 0.21% 45
2024
Q4 		$253K Buy
+431
New +$253K 0.21% 48