Reik & Co’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
$1.01M Hold
2025
Q2
$941K Hold
2025
Q1
$852K Hold
2024
Q4
$892K Hold
2024
Q3
$874K Hold
2024
Q2
$830K Hold
2024
Q1
$797K Hold
2023
Q4
$724K Hold
2023
Q3
$651K Hold
2023
Q2
$676K Buy