Everpar Advisors’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
Q3
$12.4M Buy
2025
Q2
$9.2M Buy
2025
Q1
$6.01M Buy
2024
Q4
$4.9M Buy
2024
Q3
$4.49M Buy
2024
Q2
$3.57M Buy
2024
Q1
$1.78M Buy
2023
Q4
$342K Buy