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

Cumberland Partners’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
2022 Q2	–	Sell
2022 Q1	$418K	Sell
2021 Q4	$1.18M	Sell
2021 Q3	$1.9M	Buy
2021 Q2	$211K	Buy