Red Cedar Investment 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 | – | Sell |
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|
2024
Q4 | $8.91M | Hold |
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|
2024
Q3 | $8.73M | Sell |
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|
2024
Q2 | $9.08M | Hold |
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|
2024
Q1 | $8.72M | Buy |
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|
2023
Q4 | $7.52M | Hold |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5M | Hold |
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|
2022
Q3 | $4.67M | Buy |
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|
2022
Q2 | $3.64M | Sell |
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|
2022
Q1 | $4.73M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7.51M | Sell |
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|
2020
Q4 | $9.83M | Hold |
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|
2020
Q3 | $8.8M | Buy |
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