Quest Investment 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
Q2
$454K Sell
2025
Q1
$425K Hold
2024
Q4
$445K Buy
2024
Q3
$429K Hold
2024
Q2
$407K Buy
2024
Q1
$370K Buy
2023
Q4
$274K Hold
2023
Q3
$246K Buy
2023
Q2
$211K Buy