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
Q4 | $414K | Hold |
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|
2025
Q3 | $405K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $214K | Buy |
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