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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.53M	Hold
2025 Q2	$1.42M	Hold
2025 Q1	$1.29M	Hold
2024 Q4	$1.35M	Buy