Seven Mile Advisory’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 | $639K | Sell |
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|
2025
Q4 | $15.4M | Sell |
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|
2025
Q3 | $15.7M | Buy |
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|
2025
Q2 | $646K | Hold |
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|
2025
Q1 | $585K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $547K | Hold |
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|
2023
Q4 | $497K | Hold |
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|
2023
Q3 | $447K | Buy |
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