Karpus Investment Management’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
Q2 | $79.5M | Sell |
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|
2025
Q1 | $78.7M | Sell |
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|
2024
Q4 | $84.9M | Sell |
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|
2024
Q3 | $86.8M | Sell |
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|
2024
Q2 | $85.1M | Sell |
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|
2024
Q1 | $101M | Sell |
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|
2023
Q4 | $109M | Sell |
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|
2023
Q3 | $116M | Sell |
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|
2023
Q2 | $125M | Sell |
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|
2023
Q1 | $122M | Sell |
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|
2022
Q4 | $140M | Sell |
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|
2022
Q3 | $162M | Sell |
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|
2022
Q2 | $177M | Buy |
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|
2022
Q1 | $211M | Buy |
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|
2021
Q4 | $184M | Buy |
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|
2021
Q3 | $157M | Buy |
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|
2021
Q2 | $140M | Buy |
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|
2021
Q1 | $87.5M | Buy |
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|
2020
Q4 | $77.7M | Sell |
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|
2020
Q3 | $69.7M | Sell |
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|
2020
Q2 | $67.4M | Sell |
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|
2020
Q1 | $68.3M | Sell |
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|
2019
Q4 | $91.4M | Buy |
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|
2019
Q3 | $83.8M | Buy |
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|
2019
Q2 | $79.6M | Sell |
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|
2019
Q1 | $78M | Buy |
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|
2018
Q4 | $64.5M | Buy |
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|
2018
Q3 | $10.5M | Buy |
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|
2018
Q2 | $9.37M | Buy |
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|
2018
Q1 | $6.67M | Buy |
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|
2017
Q4 | $5.84M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7.39M | Sell |
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|
2013
Q2 | $7.33M | Buy |
|