Becker Capital Management’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
$15.4M Sell
2025
Q1
$14M Buy
2024
Q4
$14.1M Buy
2024
Q3
$13M Sell
2024
Q2
$12.5M Buy
2024
Q1
$11.3M Buy
2023
Q4
$10.3M Buy
2023
Q3
$7.28M Buy
2023
Q2
$7.16M Sell
2023
Q1
$6.67M Buy