Fogel Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Fogel Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$472K	Hold
2025 Q2	$438K	Buy
2025 Q1	$392K	Buy
2024 Q4	$402K	Buy
2024 Q3	$384K	Hold
2024 Q2	$365K	Sell
2024 Q1	$462K	Buy
2023 Q4	$274K	Buy