Sustainable Growth Advisers’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
2025
Q2
Sell
2025
Q1
$475K Sell
2024
Q4
$519K Buy
2024
Q1
Sell
2023
Q4
$234K Buy
2023
Q1
Sell
2022
Q4
$566K Buy
2022
Q2
Sell
2022
Q1
$306K Sell
2021
Q4
$361K Buy