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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Hold
530
0.26% 33
2025
Q1
$298K Sell
530
-233
-31% -$131K 0.26% 28
2024
Q4
$449K Buy
+763
New +$449K 0.38% 24