RAM Investment Partners’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 | $766K | Hold |
1,234
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $694K | Buy |
1,234
+24
| +2% | +$13.5K | 0.17% | 40 |
|
|
2024
Q4 | $712K | Buy |
1,210
+10
| +0.8% | +$5.89K | 0.18% | 40 |
|
|
2024
Q3 | $692K | Buy |
1,200
+8
| +0.7% | +$4.62K | 0.18% | 36 |
|
|
2024
Q2 | $652K | Buy |
1,192
+73
| +7% | +$40K | 0.19% | 35 |
|
|
2024
Q1 | $588K | Sell |
1,119
-34
| -3% | -$17.9K | 0.19% | 36 |
|
|
2023
Q4 | $551K | Hold |
1,153
| – | – | 0.19% | 33 |
|
|
2023
Q3 | $495K | Sell |
1,153
-202
| -15% | -$86.7K | 0.21% | 31 |
|
|
2023
Q2 | $604K | Buy |
1,355
+58
| +4% | +$25.9K | 0.25% | 29 |
|
|
2023
Q1 | $533K | Sell |
1,297
-45
| -3% | -$18.5K | 0.29% | 27 |
|
|
2022
Q4 | $516K | Buy |
+1,342
| New | +$516K | 0.32% | 26 |
|