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Summit Wealth Group (Colorado)’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.6M Buy
+5,790
New +$3.6M 0.9% 28