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Ulland Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Ulland Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$34K Hold
55
– – 0.03% 123
2025
Q1 		$31K Hold
55
– – 0.03% 133
2024
Q4 		$32K Buy
+55
New +$32K 0.02% 130