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Whipplewood Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Whipplewood Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.06M Buy
3,322
+3,273
+6,680% +$2.03M 1.13% 19
2025
Q1 		$1.83M Sell
49
-3,238
-99% -$121M 1.08% 23
2024
Q4 		$1.93M Buy
+3,287
New +$1.93M 1.1% 22