Caerus Investment Advisors’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
Q4 | $2.9M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $255K | Buy |
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