VPW
IVV icon

Variant Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.28M Sell
10,122
-176
-2% -$109K 6.52% 4
2025
Q1
$5.79M Buy
10,298
+355
+4% +$199K 6.21% 3
2024
Q4
$5.85M Buy
+9,943
New +$5.85M 5.58% 6