Cordatus Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Buy
+19,706
New +$12.2M 3.01% 6
2022
Q4
Sell
-9,951
Closed -$3.57M 68
2022
Q3
$3.57M Buy
+9,951
New +$3.57M 3.76% 4