Univest Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Univest Financial’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 Q3	$2.58M	Sell
2025 Q2	$3.84M	Sell
2025 Q1	$3.57M	Buy
2024 Q4	$3.48M	Buy
2024 Q3	$3.38M	Buy
2024 Q2	$319K	Sell
2024 Q1	$341K	Sell
2023 Q4	$318K	Buy
2023 Q3	$280K	Buy
2023 Q2	$281K	Buy