McCollum Christoferson Group’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
Q2
$376K Hold
2025
Q1
$340K Hold
2024
Q4
$356K Hold
2024
Q3
$349K Hold
2024
Q2
$331K Buy
2024
Q1
$292K Hold
2023
Q4
$265K Sell
2023
Q3
$258K Buy
2023
Q2
$214K Buy