Custos Family Office’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
Q3
$32.7M Sell
2025
Q2
$45.8M Sell
2025
Q1
$46.4M Buy
2024
Q4
$47.7M Buy
2024
Q3
$45.8M Buy
2024
Q2
$43M Buy
2024
Q1
$40.8M Sell
2023
Q4
$37.9M Buy
2023
Q3
$33.3M Sell
2023
Q2
$34.9M Buy
2023
Q1
$31.8M Buy
2022
Q4
$23.5M Sell
2022
Q3
$25.3M Sell
2022
Q2
$33.4M Buy
2022
Q1
$38.4M Buy
2021
Q4
$37.2M Buy