First City Capital 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
Q3 | $559K | Hold |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $531K | Hold |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $431K | Hold |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $324K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $117K | Hold |
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|
2015
Q4 | $116K | Hold |
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|
2015
Q3 | $109K | Buy |
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