Callan Family Office’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 | $115M | Sell |
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|
2025
Q2 | $115M | Buy |
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|
2025
Q1 | $95.3M | Buy |
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|
2024
Q4 | $94.6M | Sell |
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|
2024
Q3 | $103M | Buy |
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|
2024
Q2 | $89.7M | Sell |
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|
2024
Q1 | $90.3M | Buy |
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|
2023
Q4 | $71.5M | Sell |
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|
2023
Q3 | $71.9M | Buy |
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|
2023
Q2 | $65.3M | Buy |
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|
2023
Q1 | $59.6M | Buy |
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|
2022
Q4 | $46.1M | Buy |
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