KLR Investment Advisors’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
2024
Q1
$1.13M Sell
2,247
-402
-15% -$202K 0.82% 23
2023
Q4
$1.27M Buy
+2,649
New +$1.27M 0.91% 24