SilverOak Wealth Management’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
$4.56M Sell
2025
Q1
$4.21M Buy
2024
Q4
$3.33M Buy
2024
Q3
$3.22M Sell
2024
Q2
$3.08M Sell
2024
Q1
$3M Sell
2023
Q4
$2.75M Buy