Cidel Asset 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
$3.11M Sell
2025
Q1
$2.86M Hold
2024
Q4
$3M Hold
2024
Q3
$2.94M Buy