Gerber LLC’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
$1.13M Buy
2025
Q2
$1.04M Hold
2025
Q1
$939K Sell
2024
Q4
$1M Hold
2024
Q3
$982K Buy
2024
Q2
$931K Buy
2024
Q1
$894K Buy
2023
Q4
$422K Buy