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WFA of San Diego’s iShares Core S&P 500 ETF IVV Stock Holding History

WFA of San Diego’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-40
Closed -$15.4K – 235
2022
Q4 		$15.4K Buy
+40
New +$15.4K 0.01% 317
2020
Q3 		– Sell
-2,045
Closed -$680K – 157
2020
Q2 		$680K Buy
+2,045
New +$680K 0.16% 127