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Tepp RIA’s iShares Core S&P 500 ETF IVV Stock Holding History

Tepp RIA’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.8M Buy
35,090
+2,412
+7% +$1.5M 28.12% 1
2025
Q1 		$18.4M Buy
32,678
+1,031
+3% +$579K 24.94% 1
2024
Q4 		$18.6M Buy
+31,647
New +$18.6M 27.57% 1