BluePath 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
Q3
$470K Sell
2025
Q2
$452K Sell
2025
Q1
$441K Buy
2024
Q4
$410K Buy
2024
Q3
$386K Sell
2024
Q2
$461K Buy
2024
Q1
$333K Sell
2023
Q4
$311K Buy
2023
Q3
$271K Buy