Manhattan West Asset Management’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
Q2
$10.3M Sell
2025
Q1
$9.47M Sell
2024
Q4
$10.2M Sell
2024
Q3
$10.3M Sell
2024
Q2
$9.9M Sell
2024
Q1
$14.6M Buy
2023
Q4
$10.8M Buy
2023
Q3
$8.03M Buy
2023
Q2
$4.16M Sell
2023
Q1
$4.44M Buy
2022
Q4
$2.52M Buy
2022
Q3
$1.97M Buy
2022
Q2
$2.05M Sell
2022
Q1
$2.68M Buy
2021
Q4
$1.98M Buy