Summit Global Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Global Investments’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	$1.89M	Buy
2025 Q1	$658K	Buy
2024 Q4	$441K	Sell
2024 Q3	$1.65M	Buy
2024 Q2	$478K	Sell
2024 Q1	$582K	Sell
2023 Q4	$952K	Buy
2022 Q2	–	Sell
2022 Q1	$3.73M	Buy
2021 Q3	–	Sell
2021 Q2	$7.05M	Buy