SageView Advisory Group’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
$28.7M Buy
2025
Q1
$25.1M Sell
2024
Q4
$26.3M Buy
2024
Q3
$9.7M Sell
2024
Q2
$12M Buy
2024
Q1
$1.01M Sell
2023
Q4
$19.3M Buy
2023
Q3
$13.8M Sell
2023
Q2
$16.4M Buy
2023
Q1
$13M Sell
2022
Q4
$14.5M Buy