KAS
KPP Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
35,335
+516
| +1% | +$320K | 3.62% | 3 |
|
|
2025
Q1 | $19.6M | Buy |
34,819
+33,463
| +2,468% | +$18.8M | 3.71% | 2 |
|
|
2024
Q4 | $798K | Sell |
1,356
-20
| -1% | -$11.8K | 0.19% | 105 |
|
|
2024
Q3 | $794K | Sell |
1,376
-1,235
| -47% | -$713K | 0.19% | 105 |
|
|
2024
Q2 | $1.43M | Buy |
2,611
+471
| +22% | +$258K | 0.38% | 60 |
|
|
2024
Q1 | $1.13M | Buy |
+2,140
| New | +$1.13M | 0.31% | 72 |
|
|
2023
Q4 | – | Sell |
-1,121
| Closed | -$481K | – | 173 |
|
|
2023
Q3 | $481K | Buy |
+1,121
| New | +$481K | 0.16% | 110 |
|