KLCM Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
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|
2025
Q4 | $1.36M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $292K | Hold |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $261K | Hold |
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|
2016
Q2 | $253K | Hold |
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|
2016
Q1 | $248K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $231K | Buy |
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