Constellation Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717M Sell
1,155,019
-19,770
-2% -$12.3M 33.16% 1
2025
Q1
$660M Buy
1,174,789
+38,000
+3% +$21.4M 31.36% 1
2024
Q4
$669M Buy
+1,136,789
New +$669M 30.46% 1