CCM Investment Advisers’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
Q3
$501K Buy
2019
Q2
Sell
2019
Q1
$502K Sell
2018
Q4
$812K Sell
2018
Q3
$989K Hold
2018
Q2
$922K Buy