Court Place Advisors’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
2025
Q3
$210K Buy
2024
Q4
Sell
2024
Q3
$2.5M Hold
2024
Q2
$2.37M Buy
2024
Q1
$2.27M Buy
2023
Q4
Sell
2023
Q3
$1.55M Buy
2023
Q2
$338K Sell
2023
Q1
$723K Sell
2022
Q4
$1.24M Buy