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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.67M	Sell
2025 Q2	$4.6M	Sell
2025 Q1	$4.37M	Sell
2024 Q4	$4.77M	Buy