WWA
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Wingate Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wingate Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
1,711
+306
+22% +$190K 0.95% 41
2025
Q1 		$789K Sell
1,405
-1,726
-55% -$970K 0.91% 40
2024
Q4 		$1.84M Buy
+3,131
New +$1.84M 1.81% 14