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

Sterling Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.96M Sell
4,722
-335
-7% -$210K 2.09% 10
2025
Q1 		$2.84M Hold
5,057
– – 2.19% 10
2024
Q4 		$2.98M Buy
+5,057
New +$2.98M 2.34% 10