Kennicott 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
$5.79M Buy
2025
Q2
$5.37M Buy
2025
Q1
$2.78M Sell
2024
Q4
$9.29M Sell
2024
Q3
$9.57M Buy
2024
Q2
$8.83M Buy
2024
Q1
$8.49M Buy
2023
Q4
$7.7M Buy
2023
Q3
$6.71M Sell
2023
Q2
$6.96M Buy
2023
Q1
$6.42M Sell
2022
Q4
$6.42M Sell
2022
Q3
$12.3M Hold
2022
Q2
$13M Buy
2022
Q1
$15.1M Buy
2021
Q4
$7.59M Buy
2021
Q3
$6.81M Hold
2021
Q2
$6.8M Sell
2021
Q1
$6.33M Buy