Kayne Anderson Rudnick 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 | $165M | Sell |
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|
2025
Q1 | $158M | Sell |
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|
2024
Q4 | $172M | Buy |
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|
2024
Q3 | $160M | Buy |
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|
2024
Q2 | $138M | Buy |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $104M | Buy |
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|
2023
Q3 | $83M | Buy |
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|
2023
Q2 | $75.2M | Sell |
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|
2023
Q1 | $71.7M | Sell |
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|
2022
Q4 | $90.1M | Sell |
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|
2022
Q3 | $87M | Buy |
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|
2022
Q2 | $65.1M | Buy |
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|
2022
Q1 | $76.5M | Buy |
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|
2021
Q4 | $76.3M | Sell |
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|
2021
Q3 | $71.7M | Sell |
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|
2021
Q2 | $71.8M | Sell |
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|
2021
Q1 | $66.4M | Buy |
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|
2020
Q4 | $59.2M | Buy |
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|
2020
Q3 | $51M | Buy |
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|
2020
Q2 | $45.3M | Buy |
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|
2020
Q1 | $25.7M | Sell |
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|
2019
Q4 | $32.2M | Buy |
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|
2019
Q3 | $28.5M | Buy |
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|
2019
Q2 | $27.9M | Buy |
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|
2019
Q1 | $23.9M | Sell |
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|
2018
Q4 | $21.8M | Buy |
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|
2018
Q3 | $23.8M | Sell |
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|
2018
Q2 | $22.4M | Buy |
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|
2018
Q1 | $20.4M | Buy |
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|
2017
Q4 | $19.3M | Sell |
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|
2017
Q3 | $19.1M | Buy |
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|
2017
Q2 | $18.3M | Sell |
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|
2017
Q1 | $25.8M | Buy |
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|
2016
Q4 | $16.7M | Sell |
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|
2016
Q3 | $16.2M | Buy |
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|
2016
Q2 | $15.5M | Sell |
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|
2016
Q1 | $15.3M | Buy |
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|
2015
Q4 | $10.7M | Sell |
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|
2015
Q3 | $10.3M | Buy |
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|
2015
Q2 | $9.71M | Buy |
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|
2015
Q1 | $8.54M | Buy |
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|
2014
Q4 | $7.57M | Buy |
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|
2014
Q3 | $6.42M | Buy |
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|
2014
Q2 | $2.51M | Sell |
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|
2014
Q1 | $2.46M | Sell |
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|
2013
Q4 | $2.43M | Buy |
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|
2013
Q3 | $2.13M | Hold |
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|
2013
Q2 | $2.02M | Buy |
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