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Sherman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sherman Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.2M Sell
32,458
-2,175
-6% -$1.35M 17.87% 1
2025
Q1 		$19.5M Buy
34,633
+1,261
+4% +$709K 18.59% 1
2024
Q4 		$19.6M Buy
+33,372
New +$19.6M 17.97% 1