Capital Fund Management (CFM)’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 | $12.8M | Buy |
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|
2025
Q1 | $9.89M | Buy |
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|
2024
Q4 | $9.54M | Sell |
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|
2024
Q3 | $9.46M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $5.08M | Sell |
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|
2019
Q3 | $5.83M | Buy |
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|
2019
Q2 | $4.84M | Sell |
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|
2019
Q1 | $4.85M | Sell |
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|
2018
Q4 | $4.94M | Buy |
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|
2018
Q3 | $5.65M | Sell |
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|
2018
Q2 | $6.78M | Sell |
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|
2018
Q1 | $10.1M | Buy |
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|
2017
Q4 | $213K | Sell |
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|
2017
Q3 | $5.43M | Buy |
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|
2017
Q2 | $1.75M | Buy |
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|
2017
Q1 | $767K | Buy |
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