Caldwell Sutter Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Caldwell Sutter Capital’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.06M	Sell
2025 Q1	$2.77M	Sell
2024 Q4	$2.94M	Sell
2024 Q3	$2.89M	Sell
2024 Q2	$2.77M	Sell
2024 Q1	$2.68M	Sell
2023 Q4	$2.51M	Buy
2023 Q3	$1.88M	Buy
2023 Q2	$1.91M	Buy
2023 Q1	$41.1K	Buy