QIM
Quest Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
731
-25
| -3% | -$15.5K | 0.05% | 104 |
|
|
2025
Q1 | $425K | Hold |
756
| – | – | 0.05% | 74 |
|
|
2024
Q4 | $445K | Buy |
756
+13
| +2% | +$7.65K | 0.05% | 74 |
|
|
2024
Q3 | $429K | Hold |
743
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $407K | Buy |
743
+40
| +6% | +$21.9K | 0.05% | 75 |
|
|
2024
Q1 | $370K | Buy |
703
+130
| +23% | +$68.3K | 0.04% | 77 |
|
|
2023
Q4 | $274K | Hold |
573
| – | – | 0.03% | 81 |
|
|
2023
Q3 | $246K | Buy |
573
+100
| +21% | +$42.9K | 0.03% | 81 |
|
|
2023
Q2 | $211K | Buy |
+473
| New | +$211K | 0.03% | 85 |
|