Clayton Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Clayton Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$385K	Buy
2025 Q2	$205K	Sell
2025 Q1	$5.09M	Buy
2024 Q4	$5.26M	Buy
2024 Q3	$4.93M	Buy
2024 Q2	$4.28M	Buy
2024 Q1	$4.07M	Buy