RSVP
Ramsay Stattman Vela & Price’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 | $306K | Sell |
493
-10
| -2% | -$6.21K | 0.06% | 71 |
|
|
2025
Q1 | $283K | Hold |
503
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $296K | Buy |
503
+23
| +5% | +$13.5K | 0.06% | 67 |
|
|
2024
Q3 | $277K | Sell |
480
-73
| -13% | -$42.1K | 0.05% | 70 |
|
|
2024
Q2 | $303K | Buy |
+553
| New | +$303K | 0.06% | 70 |
|