EPIQ Partners’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
Q2
$1.71M Buy
2025
Q1
$1.5M Buy
2024
Q4
$1.56M Buy
2024
Q3
$1.52M Buy
2024
Q2
$1.11M Buy
2024
Q1
$1.07M Buy
2023
Q4
$416K Buy
2023
Q3
$350K Buy
2023
Q2
$333K Buy
2023
Q1
$231K Sell
2022
Q4
$344K Buy
2022
Q3
$321K Buy
2022
Q2
$326K Buy