KKM Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Hold |
908
| – | – | 0.2% | 91 |
|
|
2025
Q1 | $510K | Sell |
908
-229
| -20% | -$129K | 0.22% | 91 |
|
|
2024
Q4 | $669K | Hold |
1,137
| – | – | 0.28% | 80 |
|
|
2024
Q3 | $656K | Buy |
1,137
+165
| +17% | +$95.2K | 0.32% | 73 |
|
|
2024
Q2 | $524K | Hold |
972
| – | – | 0.25% | 92 |
|
|
2024
Q1 | $511K | Hold |
972
| – | – | 0.25% | 93 |
|
|
2023
Q4 | $464K | Buy |
+972
| New | +$464K | 0.29% | 78 |
|