CAMV
Concord Asset Management (Virginia)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
+1,109
| New | +$688K | 0.1% | 140 |
|
|
2022
Q3 | – | Sell |
-631
| Closed | -$239K | – | 43 |
|
|
2022
Q2 | $239K | Hold |
631
| – | – | 0.18% | 43 |
|
|
2022
Q1 | $286K | Sell |
631
-317
| -33% | -$144K | 0.19% | 41 |
|
|
2021
Q4 | $452K | Buy |
+948
| New | +$452K | 0.3% | 29 |
|