Sincerus Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
1,565
+117
+8% +$74.9K 0.94% 33
2025
Q1
$814K Sell
1,448
-9
-0.6% -$5.06K 0.86% 35
2024
Q4
$858K Buy
+1,457
New +$858K 0.92% 35