Cypress Capital Advisors’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
$12.7M Buy
20,405
+3,067
+18% +$1.9M 7.93% 2
2025
Q1
$9.74M Buy
17,338
+3,546
+26% +$1.99M 6.77% 3
2024
Q4
$8.12M Buy
+13,792
New +$8.12M 6.36% 4