Sanctuary Wealth Management’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
2024
Q4
$19.8M Buy
2024
Q3
$2.88K Sell
2024
Q2
$32.8K Sell
2024
Q1
$15.9M Buy
2023
Q4
$13.2M Buy
2023
Q3
Sell
2023
Q2
$16.1M Buy
2022
Q2
Sell
2022
Q1
$17.9M Buy
2021
Q3
Sell
2021
Q2
$4.7M Buy
2021
Q1
Sell
2020
Q4
$3.7M Buy