Smithbridge Asset 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
$1.54M Sell
2025
Q1
$1.65M Buy
2024
Q3
$3.73M Sell
2024
Q2
$3.71M Sell
2024
Q1
$5.24M Sell
2023
Q4
$4.85M Sell
2023
Q3
$4.75M Sell
2023
Q2
$4.98M Sell
2023
Q1
$4.6M Sell
2022
Q4
$5M Sell
2022
Q3
$4.75M Sell
2022
Q2
$5.34M Sell
2022
Q1
$6.51M Sell
2021
Q4
$8.12M Sell
2021
Q3
$7.41M Sell
2021
Q2
$9.52M Buy