ELCO Management’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
Q2
Sell
2025
Q1
$207K Sell
2024
Q4
$223K Hold
2024
Q3
$219K Sell
2024
Q2
$218K Hold
2024
Q1
$210K Buy
2023
Q3
Sell
2023
Q2
$252K Buy