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Wilkins Miller Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wilkins Miller Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.99M Sell
11,259
-53
-0.5% -$32.9K 4.76% 3
2025
Q1 		$6.36M Sell
11,312
-40
-0.4% -$22.5K 4.78% 4
2024
Q4 		$6.68M Buy
+11,352
New +$6.68M 6.99% 3