Michelson Medical Research Foundation’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 | – | Sell |
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|
2025
Q1 | $8.42M | Hold |
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|
2024
Q4 | $8.82M | Hold |
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2024
Q3 | $8.65M | Hold |
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|
2024
Q2 | $8.2M | Sell |
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|
2024
Q1 | $9.46M | Hold |
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|
2023
Q4 | $8.59M | Hold |
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|
2023
Q3 | $7.73M | Hold |
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|
2023
Q2 | $8.02M | Hold |
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|
2023
Q1 | $7.39M | Sell |
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|
2022
Q4 | $12.9M | Buy |
|