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

The 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 Q3	$115M	Sell
2025 Q2	$117M	Sell
2025 Q1	$111M	Buy
2024 Q4	$115M	Buy
2024 Q3	$110M	Buy
2024 Q2	$102M	Buy
2024 Q1	$97.5M	Buy
2023 Q4	$90.1M	Buy