Coastal Bridge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Coastal Bridge 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	$1.36M	Buy
2025 Q1	–	Sell
2024 Q4	$316K	Sell
2024 Q3	$326K	Sell
2024 Q2	$329K	Sell
2024 Q1	$326K	Buy
2023 Q4	$296K	Buy