Kooman & Associates’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
Q3
$13.9M Buy
2025
Q2
$12.8M Sell
2025
Q1
$11.8M Sell
2024
Q4
$12.6M Buy
2024
Q3
$12.3M Sell
2024
Q2
$11.7M Buy
2024
Q1
$11.2M Sell
2023
Q4
$10.7M Buy
2023
Q3
$8.94M Sell
2023
Q2
$9.47M Sell
2023
Q1
$10.3M Sell
2022
Q4
$34.3M Buy