Reik & Co’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
Q2 | $941K | Hold |
1,516
| – | – | 0.24% | 28 |
|
|
2025
Q1 | $852K | Hold |
1,516
| – | – | 0.2% | 26 |
|
|
2024
Q4 | $892K | Hold |
1,516
| – | – | 0.21% | 26 |
|
|
2024
Q3 | $874K | Hold |
1,516
| – | – | 0.21% | 26 |
|
|
2024
Q2 | $830K | Hold |
1,516
| – | – | 0.21% | 24 |
|
|
2024
Q1 | $797K | Hold |
1,516
| – | – | 0.2% | 28 |
|
|
2023
Q4 | $724K | Hold |
1,516
| – | – | 0.2% | 28 |
|
|
2023
Q3 | $651K | Hold |
1,516
| – | – | 0.19% | 31 |
|
|
2023
Q2 | $676K | Buy |
+1,516
| New | +$676K | 0.19% | 36 |
|