M.E. Allison & Co’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
$883K Buy
2025
Q2
$682K Buy
2025
Q1
$617K Hold
2024
Q4
$646K Buy