Oxbow Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Oxbow Advisors’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 Q2	$265K	Sell
2025 Q1	$242K	Sell
2024 Q4	$266K	Hold
2024 Q3	$261K	Hold
2024 Q2	$247K	Hold
2024 Q1	$238K	Sell
2023 Q4	$266K	Buy
2019 Q1	–	Sell
2018 Q4	$240K	Buy