Richardson Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Richardson Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$695K	Buy
2025 Q2	$570K	Sell
2025 Q1	$516K	Sell
2024 Q4	$544K	Hold
2024 Q3	$533K	Hold
2024 Q2	$506K	Sell
2024 Q1	$574K	Buy
2023 Q4	$143K	Buy