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

Summit Wealth Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.67M	Buy
2025 Q1	$759K	Buy
2023 Q2	–	Sell
2023 Q1	$0	Buy