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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
1,524
-400
-21% -$248K 0.92% 25
2025
Q1
$1.08M Sell
1,924
-589
-23% -$331K 1.14% 27
2024
Q4
$1.48M Buy
+2,513
New +$1.48M 1.38% 23
2023
Q3
$1.22M Buy
+2,852
New +$1.22M 1.76% 25