Fidelis Capital Partners’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 | $47.2M | Sell |
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|
2025
Q1 | $41.4M | Buy |
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|
2024
Q4 | $42.7M | Buy |
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|
2024
Q3 | $37.5M | Buy |
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|
2024
Q2 | $31.6M | Buy |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $4.96M | Buy |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $809K | Buy |
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