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

SMART Wealth’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 Q2	$1.22M	Buy
2025 Q1	$906K	Buy
2024 Q4	$789K	Buy
2024 Q3	$728K	Buy
2024 Q2	$522K	Buy
2024 Q1	$348K	Sell
2023 Q4	$382K	Buy
2023 Q3	$214K	Buy
2023 Q1	–	Sell
2022 Q4	$496K	Buy