Clear Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Point Advisors’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	$247K	Buy
2025 Q1	$223K	Buy
2024 Q4	$233K	Buy
2024 Q3	$228K	Buy
2024 Q2	$215K	Sell
2024 Q1	$269K	Buy
2023 Q4	$243K	Buy