Camelot Technology Advisors’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
Q3
$37.2M Sell
2025
Q2
$35.6M Buy
2025
Q1
$32.2M Sell
2024
Q4
$33.9M Buy
2024
Q3
$32.3M Buy
2024
Q2
$30.1M Sell
2024
Q1
$29M Buy
2023
Q4
$25.2M Buy