Concurrent Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Concurrent Investment 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	$55.2M	Buy
2025 Q1	$47.7M	Sell
2024 Q4	$55M	Buy
2024 Q3	$45.5M	Sell
2024 Q2	$45.8M	Buy
2024 Q1	$42.2M	Buy
2023 Q4	$34.2M	Buy