Cypress Capital’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
$598K Sell
2025
Q2
$612K Hold
2025
Q1
$553K Hold
2024
Q4
$580K Sell
2024
Q3
$5.88M Sell
2024
Q2
$9.5M Buy
2024
Q1
$3.89M Buy
2023
Q4
$3.53M Buy
2023
Q3
$2.29M Sell
2023
Q2
$2.49M Buy
2023
Q1
$1.15M Sell
2022
Q4
$2.06M Buy
2022
Q3
$1.87M Buy
2022
Q2
$1.96M Buy
2022
Q1
$2.17M Hold
2021
Q4
$2.28M Buy
2021
Q3
$1.29M Buy
2021
Q1
Sell
2020
Q4
$86K Buy