Anchor Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Anchor Capital Advisors’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	$657K	Buy
2025 Q2	$597K	Sell
2025 Q1	$566K	Sell
2024 Q4	$740K	Hold
2024 Q3	$725K	Hold
2024 Q2	$688K	Buy
2024 Q1	$634K	Sell
2023 Q4	$588K	Sell
2023 Q3	$539K	Buy