Kopp Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Hold |
159
| – | – | 0.06% | 23 |
|
|
2025
Q1 | $89.3K | Hold |
159
| – | – | 0.06% | 24 |
|
|
2024
Q4 | $94K | Sell |
159
-38
| -19% | -$22.5K | 0.06% | 17 |
|
|
2024
Q3 | $114K | Hold |
197
| – | – | 0.07% | 15 |
|
|
2024
Q2 | $108K | Hold |
197
| – | – | 0.07% | 14 |
|
|
2024
Q1 | $104K | Hold |
197
| – | – | 0.06% | 15 |
|
|
2023
Q4 | $94K | Sell |
197
-26
| -12% | -$12.4K | 0.05% | 16 |
|
|
2023
Q3 | $96K | Hold |
223
| – | – | 0.06% | 15 |
|
|
2023
Q2 | $99K | Hold |
223
| – | – | 0.05% | 15 |
|
|
2023
Q1 | $92K | Hold |
223
| – | – | 0.05% | 17 |
|
|
2022
Q4 | $86K | Sell |
223
-11
| -5% | -$4.24K | 0.05% | 18 |
|
|
2022
Q3 | $84K | Hold |
234
| – | – | 0.07% | 10 |
|
|
2022
Q2 | $89K | Hold |
234
| – | – | 0.06% | 10 |
|
|
2022
Q1 | $106K | Hold |
234
| – | – | 0.06% | 10 |
|
|
2021
Q4 | $112K | Sell |
234
-58
| -20% | -$27.8K | 0.05% | 10 |
|
|
2021
Q3 | $126K | Hold |
292
| – | – | 0.05% | 9 |
|
|
2021
Q2 | $126K | Hold |
292
| – | – | 0.05% | 8 |
|
|
2021
Q1 | $116K | Hold |
292
| – | – | 0.05% | 7 |
|
|
2020
Q4 | $110K | Hold |
292
| – | – | 0.04% | 6 |
|
|
2020
Q3 | $98K | Buy |
+292
| New | +$98K | 0.05% | 7 |
|