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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Hold
487
0.09% 117
2025
Q1
$274K Hold
487
0.09% 110
2024
Q4
$286K Buy
+487
New +$286K 0.1% 109