Shayne & Jacobs LLC’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
$279K Sell
2025
Q1
$270K Sell
2024
Q4
$308K Sell
2024
Q3
$304K Sell
2024
Q2
$292K Buy
2024
Q1
$242K Sell
2023
Q4
$337K Buy
2023
Q3
$264K Buy