WPA
IVV icon

Wealth Preservation Advisors’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
$83.8K Hold
135
0.05% 146
2025
Q1
$75.9K Buy
+135
New +$75.9K 0.05% 146