Carmel Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Carmel Capital Partners’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Hold
2025 Q2	$224K	Hold
2025 Q1	$202K	Hold
2024 Q4	$212K	Hold
2024 Q3	$208K	Buy
2023 Q4	–	Sell
2023 Q3	$181K	Sell
2023 Q2	$189K	Hold
2023 Q1	$175K	Buy