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

ShoreHaven Wealth Partners’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 Q3	$275K	Buy
2025 Q2	$229K	Sell
2025 Q1	$301K	Hold
2024 Q4	$315K	Sell
2024 Q3	$311K	Sell
2024 Q2	$297K	Buy
2024 Q1	$284K	Buy
2023 Q4	$253K	Buy