Ramsay Stattman Vela & Price’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
$306K Sell
2025
Q1
$283K Hold
2024
Q4
$296K Buy
2024
Q3
$277K Sell
2024
Q2
$303K Buy