Stone 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
2023
Q1
$1.13M Sell
2022
Q4
$1.62M Sell
2022
Q3
$1.62M Buy
2022
Q2
$1.58M Buy
2022
Q1
$1.37M Buy
2021
Q4
$1.44M Buy