Blume 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 | $66.9K | Sell |
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|
2025
Q2 | $121K | Sell |
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2025
Q1 | $120K | Sell |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $131K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12.3K | Sell |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $63K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $16K | Hold |
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|
2015
Q1 | $16K | Buy |
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