Gray Private Wealth’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
$89.9M Sell
2025
Q2
$83.6M Buy
2025
Q1
$75.3M Buy
2024
Q4
$74.5M Sell
2024
Q3
$74.1M Buy
2024
Q2
$69.6M Buy
2024
Q1
$66.5M Buy