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Sovran 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
$25.6M Sell
41,013
-18,649
-31% -$11.6M 2.68% 1
2025
Q1
$31.5M Sell
59,662
-4,406
-7% -$2.33M 4.09% 1
2024
Q4
$37.5M Buy
+64,068
New +$37.5M 5.34% 1