Everest Management Corp’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
$261K Hold
420
0.19% 52
2025
Q1
$236K Hold
420
0.22% 42
2024
Q4
$247K Buy
+420
New +$247K 0.22% 41