Coho Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$6.85M Buy
2021
Q1
Sell
2020
Q4
$440K Buy
2020
Q1
Sell
2019
Q4
$1.29M Buy
2018
Q1
Sell
2017
Q4
$2.21M Buy