IIM
InTrack Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
8,729
+2,691
| +45% | +$1.67M | 3.64% | 3 |
|
|
2025
Q1 | $3.39M | Buy |
6,038
+1,750
| +41% | +$983K | 3.08% | 6 |
|
|
2024
Q4 | $2.51M | Buy |
4,288
+321
| +8% | +$188K | 1.75% | 12 |
|
|
2024
Q3 | $2.29M | Buy |
3,967
+699
| +21% | +$403K | 1.62% | 14 |
|
|
2024
Q2 | $1.79M | Buy |
3,268
+30
| +0.9% | +$16.4K | 1.27% | 17 |
|
|
2024
Q1 | $1.7M | Buy |
3,238
+128
| +4% | +$67.3K | 1.26% | 17 |
|
|
2023
Q4 | $1.49M | Sell |
3,110
-29
| -0.9% | -$13.9K | 1.12% | 21 |
|
|
2023
Q3 | $1.35M | Buy |
3,139
+1,180
| +60% | +$507K | 1.19% | 19 |
|
|
2023
Q2 | $873K | Buy |
+1,959
| New | +$873K | 0.71% | 46 |
|