Mount Vernon Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Mount Vernon Associates’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	$310K	Hold
2025 Q2	$287K	Sell
2025 Q1	$288K	Hold
2024 Q4	$302K	Sell
2024 Q3	$416K	Hold
2024 Q2	$395K	Buy