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

Shum Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$349K Hold
621
– – 0.3% 77
2024
Q4 		$365K Hold
621
– – 0.32% 70
2024
Q3 		$360K Buy
+621
New +$360K 0.3% 74