KAM
Kraft Asset Management’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
Q1 | – | Sell |
-839
| Closed | -$500K | – | 48 |
|
|
2024
Q4 | $500K | Hold |
839
| – | – | 0.39% | 31 |
|
|
2024
Q3 | $484K | Hold |
839
| – | – | 0.38% | 27 |
|
|
2024
Q2 | $459K | Sell |
839
-33
| -4% | -$18.1K | 0.39% | 27 |
|
|
2024
Q1 | $459K | Sell |
872
-270
| -24% | -$142K | 0.37% | 28 |
|
|
2023
Q4 | $545K | Buy |
+1,142
| New | +$545K | 0.46% | 22 |
|