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Cidel Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cidel Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.11M Sell
5,009
-87
-2% -$54K 0.19% 74
2025
Q1 		$2.86M Hold
5,096
– – 0.19% 75
2024
Q4 		$3M Hold
5,096
– – 0.2% 71
2024
Q3 		$2.94M Buy
+5,096
New +$2.94M 0.21% 71