Xcel Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Xcel Wealth Management’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	$294K	Sell
2025 Q1	$279K	Sell
2024 Q4	$295K	Buy
2024 Q3	$281K	Sell
2024 Q2	$286K	Sell
2024 Q1	$276K	Buy