SWP
IVV icon

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

Sagespring Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$170M Buy
360,425
+28,702
+9% +$13.5M 3.66% 7
2025
Q1 		$138M Buy
331,723
+9,519
+3% +$3.95M 3.47% 7
2024
Q4 		$139M Buy
+322,204
New +$139M 3.67% 5