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

Rochester Wealth Strategies’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$282K Buy
454
+1
+0.2% +$621 0.2% 20
2025
Q1 		$254K Buy
+453
New +$254K 0.2% 20