Kopp Family Office’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 | $106K | Hold |
|
|||||
|
2025
Q2 | $98.7K | Hold |
|
|||||
|
2025
Q1 | $89.3K | Hold |
|
|||||
|
2024
Q4 | $94K | Sell |
|
|||||
|
2024
Q3 | $114K | Hold |
|
|||||
|
2024
Q2 | $108K | Hold |
|
|||||
|
2024
Q1 | $104K | Hold |
|
|||||
|
2023
Q4 | $94K | Sell |
|
|||||
|
2023
Q3 | $96K | Hold |
|
|||||
|
2023
Q2 | $99K | Hold |
|
|||||
|
2023
Q1 | $92K | Hold |
|
|||||
|
2022
Q4 | $86K | Sell |
|
|||||
|
2022
Q3 | $84K | Hold |
|
|||||
|
2022
Q2 | $89K | Hold |
|
|||||
|
2022
Q1 | $106K | Hold |
|
|||||
|
2021
Q4 | $112K | Sell |
|
|||||
|
2021
Q3 | $126K | Hold |
|
|||||
|
2021
Q2 | $126K | Hold |
|
|||||
|
2021
Q1 | $116K | Hold |
|
|||||
|
2020
Q4 | $110K | Hold |
|
|||||
|
2020
Q3 | $98K | Buy |
|