Michelson Medical Research Foundation’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 | – | Sell |
-14,989
| Closed | -$8.42M | – | 24 |
|
|
2025
Q1 | $8.42M | Hold |
14,989
| – | – | 7.05% | 6 |
|
|
2024
Q4 | $8.82M | Hold |
14,989
| – | – | 7.4% | 3 |
|
|
2024
Q3 | $8.65M | Hold |
14,989
| – | – | 6.1% | 6 |
|
|
2024
Q2 | $8.2M | Sell |
14,989
-3,000
| -17% | -$1.64M | 7.05% | 5 |
|
|
2024
Q1 | $9.46M | Hold |
17,989
| – | – | 5.73% | 7 |
|
|
2023
Q4 | $8.59M | Hold |
17,989
| – | – | 5.67% | 6 |
|
|
2023
Q3 | $7.73M | Hold |
17,989
| – | – | 5.22% | 7 |
|
|
2023
Q2 | $8.02M | Hold |
17,989
| – | – | 5.7% | 9 |
|
|
2023
Q1 | $7.39M | Sell |
17,989
-15,710
| -47% | -$6.46M | 5.8% | 9 |
|
|
2022
Q4 | $12.9M | Buy |
+33,699
| New | +$12.9M | 8.39% | 5 |
|