Embree Financial Group’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
$9.37M Buy
2025
Q2
$5.84M Buy
2025
Q1
$1.56M Buy
2024
Q4
$1.38M Buy
2024
Q3
$1.35M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.6M Buy
2023
Q4
$1.15M Buy