J. Safra Sarasin Holding’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
$1.55M Buy
2025
Q2
$1.39M Sell
2025
Q1
$1.38M Hold
2024
Q4
$1.46M Sell
2024
Q3
$1.45M Buy
2024
Q2
$1.37M Buy