Wiser Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wiser Advisor 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	$358K	Sell
2025 Q1	$383K	Sell
2024 Q4	$424K	Buy
2024 Q3	$404K	Sell
2024 Q2	$403K	Buy
2024 Q1	$261K	Buy
2023 Q4	$77.3K	Buy