Inscription 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
$927K Buy
2025
Q2
$520K Sell
2025
Q1
$609K Buy
2024
Q3
$672K Buy
2024
Q2
$635K Buy
2024
Q1
$609K Buy
2023
Q4
$378K Buy
2022
Q3
Sell
2022
Q2
$562K Buy
2021
Q3
Sell
2021
Q2
$472K Buy
2019
Q2
Sell
2019
Q1
$643K Sell
2018
Q4
$614K Buy