Capital Market Strategies’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 | $454K | Sell |
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2025
Q1 | $416K | Sell |
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|
2024
Q4 | $793K | Sell |
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2024
Q3 | $778K | Sell |
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|
2024
Q2 | $787K | Sell |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $746K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $725K | Buy |
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