Zevenbergen Capital Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-824
Closed -$475K 109
2024
Q3
$475K Buy
+824
New +$475K 0.01% 92