Kathmere Capital 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
Q3 | $1.41M | Buy |
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|
2025
Q2 | $659K | Buy |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $134K | Buy |
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