Rappaport Reiches Capital Management’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
Q1 | $905K | Hold |
1,611
| – | – | 0.23% | 45 |
|
|
2024
Q4 | $948K | Hold |
1,611
| – | – | 0.24% | 46 |
|
|
2024
Q3 | $929K | Hold |
1,611
| – | – | 0.25% | 41 |
|
|
2024
Q2 | $882K | Buy |
1,611
+354
| +28% | +$194K | 0.26% | 40 |
|
|
2024
Q1 | $661K | Hold |
1,257
| – | – | 0.21% | 54 |
|
|
2023
Q4 | $600K | Hold |
1,257
| – | – | 0.22% | 44 |
|
|
2023
Q3 | $540K | Hold |
1,257
| – | – | 0.23% | 44 |
|
|
2023
Q2 | $560K | Hold |
1,257
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $517K | Sell |
1,257
-25
| -2% | -$10.3K | 0.23% | 47 |
|
|
2022
Q4 | $493K | Hold |
1,282
| – | – | 0.24% | 43 |
|
|
2022
Q3 | $460K | Hold |
1,282
| – | – | 0.23% | 44 |
|
|
2022
Q2 | $486K | Buy |
1,282
+831
| +184% | +$315K | 0.24% | 44 |
|
|
2022
Q1 | $205K | Buy |
+451
| New | +$205K | 0.11% | 82 |
|