Palisade 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
$354K Buy
2025
Q1
$277K Sell
2024
Q4
$292K Sell
2024
Q3
$312K Sell
2024
Q2
$315K Sell
2024
Q1
$383K Buy