Red Tortoise LLC’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
Q3
$13M Buy
2025
Q2
$12M Sell
2025
Q1
$11.3M Sell
2024
Q4
$11.9M Buy
2024
Q3
$11.6M Sell
2024
Q2
$11.3M Sell
2024
Q1
$11M Sell
2023
Q4
$10.1M Buy
2023
Q3
$6.92M Hold
2023
Q2
$7.18M Sell
2023
Q1
$6.63M Buy
2022
Q4
$6.18M Buy
2022
Q2
$6.54M Sell
2022
Q1
$8.05M Sell
2021
Q4
$8.61M Buy
2021
Q3
$6.17M Buy