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TradeWell Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

TradeWell Securities’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$6.69M Sell
11,905
-336
-3% -$189K 3.69% 6
2024
Q4 		$7.21M Buy
+12,241
New +$7.21M 3.73% 6