Cairn Investment Group’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
$318K Sell
2025
Q2
$341K Sell
2025
Q1
$337K Sell
2024
Q4
$374K Hold
2024
Q3
$366K Hold
2024
Q2
$347K Buy
2024
Q1
$233K Hold
2023
Q4
$212K Buy