WorthPointe’s iShares Core S&P 500 ETF IVV Stock Holding History

WorthPointe’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 Q3	$487K	Buy
2025 Q2	$439K	Hold
2025 Q1	$397K	Hold
2024 Q4	$416K	Sell
2024 Q3	$438K	Hold
2024 Q2	$415K	Sell
2024 Q1	$427K	Buy
2023 Q4	$371K	Buy
2023 Q3	$296K	Buy