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

SpringVest Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$784K Sell
1,263
-5
-0.4% -$3.1K 0.63% 26
2025
Q1 		$712K Sell
1,268
-52
-4% -$29.2K 0.59% 29
2024
Q4 		$777K Buy
+1,320
New +$777K 0.67% 27