Wills Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wills Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy
2025 Q1	$405K	Buy
2024 Q4	$368K	Buy
2024 Q3	$349K	Hold
2024 Q2	$331K	Hold
2024 Q1	$318K	Hold
2023 Q4	$289K	Buy