Montis Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Montis Financial’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	$11.1M	Sell
2025 Q2	$10.9M	Sell
2025 Q1	$10.3M	Sell
2024 Q4	$11M	Buy
2024 Q3	$7.46M	Buy
2024 Q2	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$659K	Buy