M1 Capital Management’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
$3.51M Buy
5,646
+308
+6% +$191K 1.77% 16
2025
Q1
$3M Sell
5,338
-208
-4% -$117K 1.88% 11
2024
Q4
$3.26M Buy
+5,546
New +$3.26M 1.76% 16