Ceera Investments’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
$3.5M Buy
2025
Q2
$3.17M Buy
2025
Q1
$2.31M Buy
2024
Q4
$2.38M Sell
2024
Q3
$2.37M Buy
2024
Q2
$1.88M Buy
2024
Q1
$838K Buy
2023
Q4
$596K Buy
2023
Q3
$523K Buy
2023
Q2
$538K Buy
2023
Q1
$465K Buy
2022
Q4
$298K Buy
2022
Q3
$249K Buy
2022
Q2
Sell
2022
Q1
$229K Buy