Embree Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Embree Financial Group’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
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