Klingenstein Fields & Co’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 | $1.22M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $634K | Hold |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $363K | Buy |
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