Isthmus Partners’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
Q2
Sell
2025
Q1
$267K Buy
2018
Q1
Sell
2017
Q4
$2K Buy
2017
Q1
Sell
2016
Q4
$69K Buy