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Ramirez Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ramirez Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Hold
1,555
– – 0.12% 133
2025
Q4 		$1.07M Hold
1,555
– – 0.14% 142
2025
Q3 		$1.04M Hold
1,555
– – 0.14% 139
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 +$696K 0.14% 149

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