Ramirez Asset 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 | $965K | Hold |
1,555
| – | – | 0.15% | 141 |
|
|
2025
Q1 | $874K | Hold |
1,555
| – | – | 0.18% | 135 |
|
|
2024
Q4 | $915K | Hold |
1,555
| – | – | 0.18% | 132 |
|
|
2024
Q3 | $897K | Hold |
1,555
| – | – | 0.17% | 134 |
|
|
2024
Q2 | $851K | Hold |
1,555
| – | – | 0.17% | 134 |
|
|
2024
Q1 | $818K | Hold |
1,555
| – | – | 0.16% | 142 |
|
|
2023
Q4 | $743K | Hold |
1,555
| – | – | 0.15% | 147 |
|
|
2023
Q3 | $668K | Buy |
+1,555
| New | +$668K | 0.14% | 149 |
|