CSM Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $38.4M | Buy |
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|
2024
Q3 | $25.8M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $4.8M | Hold |
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|
2023
Q3 | $4.32M | Sell |
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|
2023
Q2 | $24.6M | Buy |
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|
2023
Q1 | $5.63M | Sell |
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|
2022
Q4 | $6.68M | Sell |
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|
2022
Q3 | $7.85M | Sell |
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|
2022
Q2 | $71.2M | Buy |
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|
2022
Q1 | $46.8M | Buy |
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