Curbstone Financial Management Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Buy |
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|
2025
Q4 | $2.63M | Buy |
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|
2025
Q3 | $2.56M | Buy |
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|
2025
Q2 | $2.37M | Sell |
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|
2025
Q1 | $2.51M | Sell |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $512K | Buy |
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