Topel & Distasi Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Topel & Distasi Wealth Management’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	$3.04M	Hold
2025 Q1	$2.75M	Sell
2024 Q4	$3.12M	Sell
2024 Q3	$3.25M	Hold
2024 Q2	$3.08M	Hold
2024 Q1	$2.96M	Hold
2023 Q4	$2.69M	Hold
2023 Q3	$2.42M	Hold
2023 Q2	$2.51M	Hold
2023 Q1	$2.31M	Buy