Rappaport Reiches Capital 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
Q1 | $905K | Hold |
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|
2024
Q4 | $948K | Hold |
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|
2024
Q3 | $929K | Hold |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $661K | Hold |
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|
2023
Q4 | $600K | Hold |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $205K | Buy |
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