Heritage Family Offices’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Family Offices’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	$5.99M	Sell
2025 Q2	$7.34M	Sell
2025 Q1	$7.39M	Buy
2024 Q4	$7.52M	Sell
2024 Q3	$7.5M	Sell
2024 Q2	$7.7M	Buy