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

SeaBridge Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.6M Sell
7,415
-357
-5% -$222K 0.86% 31
2025
Q1 		$4.37M Sell
7,772
-336
-4% -$189K 0.94% 30
2024
Q4 		$4.77M Buy
+8,108
New +$4.77M 1% 28