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
2025
Q4
$1.36M Buy
2017
Q3
Sell
2017
Q2
$292K Hold
2017
Q1
$285K Hold
2016
Q4
$270K Hold
2016
Q3
$261K Hold
2016
Q2
$253K Hold
2016
Q1
$248K Hold
2015
Q4
$246K Hold
2015
Q3
$231K Buy