Cherry Tree Wealth Management’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
$14.3M Sell
2025
Q1
$13M Buy
2024
Q4
$13M Sell
2024
Q3
$13.2M Sell
2024
Q2
$12.7M Buy
2024
Q1
$12.1M Sell
2023
Q4
$11.2M Sell
2023
Q3
$10.2M Sell
2023
Q2
$10.9M Buy