CFMC
Curbstone Financial Management Corp’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 | $2.37M | Sell |
3,812
-650
| -15% | -$404K | 0.49% | 54 |
|
|
2025
Q1 | $2.51M | Sell |
4,462
-900
| -17% | -$506K | 0.53% | 49 |
|
|
2024
Q4 | $3.16M | Buy |
5,362
+100
| +2% | +$58.9K | 0.67% | 38 |
|
|
2024
Q3 | $3.04M | Buy |
5,262
+100
| +2% | +$57.7K | 0.65% | 41 |
|
|
2024
Q2 | $2.82M | Buy |
5,162
+750
| +17% | +$410K | 0.61% | 41 |
|
|
2024
Q1 | $2.32M | Buy |
4,412
+2,820
| +177% | +$1.48M | 0.5% | 53 |
|
|
2023
Q4 | $760K | Buy |
1,592
+400
| +34% | +$191K | 0.17% | 120 |
|
|
2023
Q3 | $512K | Buy |
+1,192
| New | +$512K | 0.13% | 150 |
|