Becker Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
24,803
-134
| -0.5% | -$83.2K | 0.48% | 67 |
|
|
2025
Q1 | $14M | Buy |
24,937
+959
| +4% | +$539K | 0.46% | 70 |
|
|
2024
Q4 | $14.1M | Buy |
23,978
+1,413
| +6% | +$832K | 0.46% | 67 |
|
|
2024
Q3 | $13M | Sell |
22,565
-329
| -1% | -$190K | 0.42% | 69 |
|
|
2024
Q2 | $12.5M | Buy |
22,894
+1,324
| +6% | +$725K | 0.43% | 69 |
|
|
2024
Q1 | $11.3M | Buy |
21,570
+20
| +0.1% | +$10.5K | 0.39% | 75 |
|
|
2023
Q4 | $10.3M | Buy |
21,550
+4,678
| +28% | +$2.23M | 0.37% | 79 |
|
|
2023
Q3 | $7.28M | Buy |
16,872
+818
| +5% | +$353K | 0.29% | 85 |
|
|
2023
Q2 | $7.16M | Sell |
16,054
-160
| -1% | -$71.3K | 0.27% | 86 |
|
|
2023
Q1 | $6.67M | Buy |
+16,214
| New | +$6.67M | 0.26% | 86 |
|