Clifford Swan Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Clifford Swan Investment Counsel’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	$3.82M	Sell
2025 Q1	$3.47M	Sell
2024 Q4	$3.74M	Hold
2024 Q3	$3.66M	Buy
2024 Q2	$3.44M	Hold
2024 Q1	$3.31M	Buy
2023 Q4	$2.82M	Hold
2023 Q3	$2.54M	Hold
2023 Q2	$2.63M	Hold
2023 Q1	$2.43M	Sell
2022 Q4	$2.36M	Sell
2022 Q3	$2.26M	Sell
2022 Q2	$2.39M	Sell
2022 Q1	$2.97M	Sell
2021 Q4	$3.19M	Buy
2021 Q3	$3.02M	Sell
2021 Q2	$2.9M	Sell
2021 Q1	$2.64M	Sell
2020 Q4	$2.57M	Sell
2020 Q3	$2.45M	Buy
2020 Q2	$2.21M	Hold
2020 Q1	$1.85M	Sell
2019 Q4	$2.37M	Hold
2019 Q3	$2.19M	Hold
2019 Q2	$2.16M	Hold
2019 Q1	$2.09M	Buy
2018 Q4	$1.72M	Buy
2018 Q3	$273K	Hold
2018 Q2	$255K	Hold
2018 Q1	$248K	Hold
2017 Q4	$251K	Hold
2017 Q3	$236K	Hold
2017 Q2	$227K	Hold
2017 Q1	$222K	Buy