Newman Dignan & Sheerar Inc’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
$926K Sell
2025
Q2
$871K Buy
2024
Q4
Sell
2024
Q3
$787K Hold
2024
Q2
$738K Hold
2024
Q1
$709K Buy