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Clarendon Private’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarendon Private’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Sell
2,259
-16
-0.7% -$9.93K 1.35% 16
2025
Q1 		$1.28M Buy
2,275
+157
+7% +$88.2K 1.35% 17
2024
Q4 		$1.25M Buy
+2,118
New +$1.25M 1.3% 16