SAM
Synergy 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 | $275K | Buy |
443
+6
| +1% | +$3.73K | 0.03% | 157 |
|
|
2025
Q1 | $246K | Buy |
437
+321
| +277% | +$180K | 0.03% | 157 |
|
|
2024
Q4 | $66.7K | Buy |
+116
| New | +$66.7K | 0.01% | 255 |
|
|
2021
Q1 | – | Sell |
-672
| Closed | -$252K | – | 101 |
|
|
2020
Q4 | $252K | Buy |
+672
| New | +$252K | 0.08% | 66 |
|