Ethic Inc’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
$851K Buy
1,378
+411
+43% +$254K 0.02% 666
2025
Q1
$545K Sell
967
-118
-11% -$66.5K 0.01% 755
2024
Q4
$639K Buy
+1,085
New +$639K 0.01% 722