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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$398K Buy
709
+1
+0.1% +$562 0.18% 53
2024
Q4
$425K Buy
+708
New +$425K 0.2% 56
2024
Q2
$364K Buy
+586
New +$364K 0.15% 59