SMAM
Sugar Maple Asset Management’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 | $9.4M | Buy |
15,140
+2,222
| +17% | +$1.38M | 7.33% | 4 |
|
|
2025
Q1 | $7.26M | Sell |
12,918
-1,028
| -7% | -$578K | 5.71% | 5 |
|
|
2024
Q4 | $8.21M | Sell |
13,946
-2,698
| -16% | -$1.59M | 6.25% | 4 |
|
|
2024
Q3 | $9.6M | Buy |
16,644
+1,365
| +9% | +$787K | 8.34% | 3 |
|
|
2024
Q2 | $8.36M | Buy |
15,279
+662
| +5% | +$362K | 8.09% | 3 |
|
|
2024
Q1 | $7.69M | Buy |
+14,617
| New | +$7.69M | 7.41% | 3 |
|