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

Yukon Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.3M Buy
42,394
+7,818
+23% +$4.85M 9.42% 1
2025
Q1 		$19.4M Buy
+34,576
New +$19.4M 8.07% 3