Atlas Legacy Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Atlas Legacy Advisors’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$31.2M	Sell
2025 Q2	$29.9M	Sell
2025 Q1	$28.2M	Sell
2024 Q4	$30.4M	Buy