Seven Post Investment Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Seven Post Investment Office’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.58M	Hold
2025 Q2	$2.4M	Hold
2025 Q1	$2.17M	Hold
2024 Q4	$2.27M	Hold
2024 Q3	$2.23M	Hold
2024 Q2	$2.11M	Hold
2024 Q1	$2.03M	Hold
2023 Q4	$1.84M	Hold
2023 Q3	$1.66M	Hold
2023 Q2	$1.72M	Buy