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Sierra Ocean’s iShares Core S&P 500 ETF IVV Stock Holding History

Sierra Ocean’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Sell
2,595
-84
-3% -$52.2K 1.16% 15
2025
Q1 		$1.51M Hold
2,679
– – 1.19% 16
2024
Q4 		$1.58M Buy
+2,679
New +$1.58M 1.29% 15