SWA
IVV icon

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

Serenus Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$47.7M Sell
76,754
-68,129
-47% -$42.3M 8.07% 4
2025
Q1 		$44.1M Buy
144,883
+40,834
+39% +$12.4M 7.31% 3
2024
Q4 		$39.7M Buy
+104,049
New +$39.7M 6.91% 4