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

Rooted Wealth Advisors’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 Q2	$321K	Buy
2025 Q1	$248K	Sell
2024 Q4	$311K	Buy
2024 Q3	$299K	Sell
2024 Q2	$531K	Buy
2024 Q1	$312K	Buy