Coury Firm 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
2023
Q3
$544K Sell
2023
Q2
$857K Buy
2023
Q1
$788K Buy
2022
Q4
$704K Buy
2022
Q3
$650K Hold
2022
Q2
$688K Sell
2022
Q1
$1.67M Buy
2021
Q4
$1.66M Buy