Lewis Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Lewis Asset 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	$482K	Buy
2025 Q2	$447K	Buy
2025 Q1	–	Sell
2024 Q4	$372K	Buy
2024 Q3	$364K	Buy
2024 Q2	$335K	Buy
2024 Q1	$321K	Buy