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Camelot Technology Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.6M Buy
57,354
+18
+0% +$11.2K 30.34% 1
2025
Q1
$32.2M Sell
57,336
-276
-0.5% -$155K 29.12% 1
2024
Q4
$33.9M Buy
57,612
+1,593
+3% +$938K 30.7% 1
2024
Q3
$32.3M Buy
56,019
+934
+2% +$539K 28.5% 1
2024
Q2
$30.1M Sell
55,085
-57
-0.1% -$31.2K 27.93% 1
2024
Q1
$29M Buy
55,142
+2,312
+4% +$1.22M 26.72% 1
2023
Q4
$25.2M Buy
+52,830
New +$25.2M 25.73% 1