SA
IVV icon

Sanctuary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$328M Sell
539,016
-3,372
-0.6% -$2.05M 2.07% 3
2024
Q3
$325M Sell
542,388
-76,617
-12% -$45.9M 2.06% 3
2024
Q2
$316M Buy
+619,005
New +$316M 2.3% 3