Stage Harbor Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Stage Harbor Financial’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.36M	Buy
2025 Q2	$2.73M	Sell
2025 Q1	$3.68M	Sell
2024 Q4	$4.18M	Hold
2024 Q3	$4.13M	Buy
2024 Q2	$544K	Hold
2024 Q1	$523K	Buy