Bear Mountain Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.13M Hold
2025
Q1
$4.53M Hold
2024
Q4
$4.98M Sell
2024
Q3
$4.74M Hold
2024
Q2
$4.58M Hold
2024
Q1
$4.09M Sell
2023
Q4
$3.89M Buy