Seros Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Hold
492
0.19% 44
2025
Q1
$276K Hold
492
0.21% 42
2024
Q4
$269K Buy
+492
New +$269K 0.24% 42