Brandywine Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
3,255
+1,297
+66% +$805K 0.31% 15
2025
Q1
$1.1M Buy
1,958
+1,007
+106% +$566K 0.17% 19
2024
Q4
$560K Buy
+951
New +$560K 0.09% 26