Jamison Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Jamison Private Wealth 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	$5.63M	Buy
2025 Q2	$5.03M	Sell
2025 Q1	$4.64M	Sell
2024 Q4	$4.9M	Buy
2024 Q3	$4.59M	Buy
2024 Q2	$3.98M	Buy
2024 Q1	$3.28M	Buy
2023 Q4	$2.9M	Buy
2023 Q3	$2.47M	Buy