Pathstone Holdings’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
$1.41B Buy
2025
Q1
$1.24B Sell
2024
Q4
$1.33B Sell
2024
Q3
$1.3B Buy
2024
Q2
$1.23B Sell
2024
Q1
$1.2B Buy
2023
Q4
$1.08B Buy