Portside Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Portside Wealth Group’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	$3.91M	Buy
2025 Q2	$3.49M	Sell
2025 Q1	$5.12M	Buy
2024 Q4	$5M	Buy
2024 Q3	$4.27M	Sell
2024 Q2	$4.12M	Sell
2024 Q1	$4.47M	Sell
2023 Q4	$6.42M	Sell
2023 Q3	$6.6M	Buy
2023 Q2	$6.8M	Buy