United Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

United Advisor 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 Q2	$1.97M	Sell
2025 Q1	$2.15M	Sell
2024 Q4	$2.39M	Sell
2024 Q3	$2.46M	Buy
2024 Q2	$916K	Buy
2024 Q1	$445K	Buy
2023 Q4	$245K	Buy