Canopy Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Canopy Partners’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	$1.51M	Hold
2025 Q2	$1.4M	Hold
2025 Q1	$1.27M	Sell
2024 Q4	$1.43M	Sell
2024 Q3	$1.44M	Sell
2024 Q2	$1.46M	Sell
2024 Q1	$1.59M	Sell
2023 Q4	$2.24M	Buy