Chesapeake Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Chesapeake Wealth Management’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 Q2	$7.04M	Buy
2025 Q1	$6.31M	Buy
2024 Q4	$5.42M	Sell
2024 Q3	$5.41M	Buy
2024 Q2	$3.25M	Buy
2024 Q1	$2.74M	Buy
2023 Q4	$1.32M	Buy
2023 Q3	$431K	Buy
2023 Q2	$251K	Buy