Schaper Benz & Wise Investment Counsel’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
2026
Q1
$320K Buy
2022
Q4
Sell
2022
Q3
$486K Sell
2022
Q2
$748K Buy
2022
Q1
$677K Buy
2021
Q4
$456K Buy