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
2025
Q2
$646K Hold
2025
Q1
$585K Hold
2024
Q4
$613K Hold
2024
Q3
$600K Hold
2024
Q2
$570K Hold
2024
Q1
$547K Hold
2023
Q4
$497K Hold
2023
Q3
$447K Buy