KCAM
IVV icon

Kagan Cocozza Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Kagan Cocozza Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.95M Sell
4,751
-20
-0.4% -$12.4K 2.26% 13
2025
Q1 		$2.68M Sell
4,771
-94
-2% -$52.8K 2.19% 12
2024
Q4 		$2.86M Buy
+4,865
New +$2.86M 2.38% 12