STA
Smith Thornton Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
7,706
+3,449
| +81% | +$2.14M | 2.75% | 7 |
|
|
2025
Q1 | $2.39M | Sell |
4,257
-296
| -7% | -$166K | 1.49% | 21 |
|
|
2024
Q4 | $2.68M | Sell |
4,553
-64
| -1% | -$37.7K | 1.69% | 17 |
|
|
2024
Q3 | $2.66M | Buy |
4,617
+55
| +1% | +$31.7K | 1.75% | 17 |
|
|
2024
Q2 | $2.5M | Buy |
+4,562
| New | +$2.5M | 1.84% | 15 |
|