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Strategent Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategent Financial’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Hold
706
– – 0.34% 24
2025
Q1 		$397K Hold
706
– – 0.36% 25
2024
Q4 		$416K Buy
+706
New +$416K 0.41% 22