WMN
IVV icon

Wealth Management Nebraska’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
$3.9M Buy
6,312
+343
+6% +$212K 0.53% 20
2025
Q1
$3.35M Sell
5,969
-6,142
-51% -$3.45M 0.51% 20
2024
Q4
$7.09M Buy
+12,111
New +$7.09M 1.15% 18