Chesapeake 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
Q4
$62.3K Hold
2025
Q3
$60.9K Hold
2025
Q2
$56.5K Hold
2025
Q1
$51.1K Hold
2024
Q4
$53.6K Sell
2024
Q3
$83.6K Buy
2024
Q1
Sell
2023
Q4
$255K Sell
2023
Q3
$287K Buy
2023
Q2
$54.8K Hold
2023
Q1
$50.6K Buy