Harbour Trust & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Harbour Trust & Investment Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Hold
2025 Q2	$311K	Hold
2025 Q1	$282K	Sell
2024 Q4	$315K	Hold
2024 Q3	$309K	Hold
2024 Q2	$293K	Sell
2024 Q1	$408K	Sell
2023 Q4	$372K	Buy