UFA
IVV icon

Uptown Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Uptown Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Hold
2,292
– – 1.22% 20
2025
Q1 		$1.29M Hold
2,292
– – 1.31% 19
2024
Q4 		$1.35M Buy
+2,292
New +$1.35M 1.46% 19