J. Safra Sarasin Holding’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	2,245 -230	-9%	-$142K	0.02%	272
2025 Q1	$1.38M	Hold	2,475	–	–	0.03%	273
2024 Q4	$1.46M	Sell	2,475 -80	-3%	-$47.2K	0.02%	276
2024 Q3	$1.45M	Buy	2,555 +45	+2%	+$25.6K	0.03%	271
2024 Q2	$1.37M	Buy	+2,510	New	+$1.37M	0.03%	293