Per Stirling Capital Management’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
Q3 | $63.2M | Sell |
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|
2025
Q2 | $59.7M | Buy |
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|
2025
Q1 | $53.6M | Sell |
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|
2024
Q4 | $57.2M | Sell |
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|
2024
Q3 | $56.2M | Sell |
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|
2024
Q2 | $56.4M | Buy |
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|
2024
Q1 | $52.1M | Sell |
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|
2023
Q4 | $47.7M | Buy |
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|
2023
Q3 | $40M | Buy |
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|
2023
Q2 | $41.3M | Sell |
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|
2023
Q1 | $42M | Sell |
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|
2022
Q4 | $50M | Buy |
|