Spurstone Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.73K Sell
6
-91
-94% -$56.5K 0.06% 91
2025
Q1
$54.5K Buy
+97
New +$54.5K 1.06% 17