Kaye 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
Q2
$40.7M Sell
2025
Q1
$39.1M Sell
2024
Q4
$41.2M Sell
2024
Q3
$40.6M Buy
2024
Q2
$38.5M Buy
2024
Q1
$36.7M Sell
2023
Q4
$34.4M Sell
2023
Q3
$30.7M Sell
2023
Q2
$32.1M Sell
2023
Q1
$32.4M Sell
2022
Q4
$47.6M Buy