Aspen Grove Capital’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 | $26.6M | Hold |
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|
2025
Q1 | $24.1M | Hold |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $24.5M | Hold |
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|
2024
Q1 | $23.6M | Hold |
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|
2023
Q4 | $21.4M | Hold |
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|
2023
Q3 | $19.3M | Hold |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $18.2M | Hold |
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|
2022
Q4 | $17M | Buy |
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