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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211M	Buy	339,733 +19,577	+6%	+$12.2M	12.89%	2
2025 Q1	$180M	Buy	320,156 +313,794	+4,932%	+$176M	13.52%	1
2024 Q4	$3.75M	Buy	+6,362	New	+$3.75M	0.26%	13