Campion Asset Management’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
Q2 | $10.8M | Buy |
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|
2025
Q1 | $9.1M | Buy |
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|
2024
Q4 | $9.11M | Buy |
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|
2024
Q3 | $8.49M | Buy |
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|
2024
Q2 | $7.26M | Buy |
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|
2024
Q1 | $6.62M | Buy |
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|
2023
Q4 | $5.49M | Sell |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $5.08M | Sell |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $3.83M | Sell |
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|
2021
Q2 | $4.68M | Sell |
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|
2021
Q1 | $4.44M | Buy |
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