Red Cedar Capital’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
2022
Q4
$309K Hold
804
0.2% 52
2022
Q3
$288K Buy
804
+10
+1% +$3.99K 0.2% 51
2022
Q2
$301K Hold
794
0.2% 53
2022
Q1
$360K Buy
794
+10
+1% +$4.47K 0.22% 51
2021
Q4
$374K Buy
+784
New +$361K 0.21% 52

Other funds holding IVV

Red Cedar Capital's IVV Position: Q4 2022 in Review

Red Cedar Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2022 at 804 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #52.

Red Cedar Capital first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $374K in Q4 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Red Cedar Capital held 804 shares of iShares Core S&P 500 ETF worth $309K as of Q4 2022.
  • Red Cedar Capital left its iShares Core S&P 500 ETF share count unchanged in Q4 2022.
  • iShares Core S&P 500 ETF made up 0.2% of Red Cedar Capital's portfolio in Q4 2022, its #52 holding.
  • Red Cedar Capital first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
  • Red Cedar Capital's iShares Core S&P 500 ETF position peaked at $374K in Q4 2021.
  • 2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.