Vise Technologies’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
$36.3M Buy
2024
Q4
$12.9M Buy
2024
Q3
$5.32M Sell
2024
Q2
$5.39M Buy
2024
Q1
$1.82M Sell
2023
Q4
$1.81M Buy
2023
Q3
$1.59M Buy
2023
Q2
$733K Sell
2023
Q1
$803K Buy
2022
Q4
$283K Buy
2022
Q3
Sell
2022
Q2
$268K Sell
2022
Q1
$589K Sell
2021
Q4
$629K Buy