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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
2,683
+1,332
+99% +$827K 0.43% 38
2025
Q1 		$759K Buy
+1,351
New +$759K 0.22% 48
2023
Q2 		– Sell
-53,440
Closed – – 173
2023
Q1 		$0 Buy
+53,440
New – ﹤0.01% 209