Walden Wealth Partners’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
2024
Q2
$796K Buy
1,454
+130
+10% +$71.2K 0.44% 36
2024
Q1
$683K Buy
1,324
+1
+0.1% +$516 0.4% 37
2023
Q4
$632K Buy
+1,323
New +$632K 0.4% 39