Stephen J. Garry & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Stephen J. Garry & Associates’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 Q2	$4.9M	Sell
2025 Q1	$4.5M	Sell
2024 Q4	$4.74M	Sell
2024 Q3	$4.71M	Sell
2024 Q2	$4.55M	Sell
2024 Q1	$4.37M	Buy
2023 Q4	$3.84M	Buy