Enclave Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Enclave Advisors’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	$57M	Sell
2025 Q2	$54M	Buy
2025 Q1	$48M	Sell
2024 Q4	$52.5M	Buy
2024 Q3	$51.3M	Buy