Rinkey Investments’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
Q2
$4.41M Hold
2025
Q1
$3.99M Sell
2024
Q4
$4.19M Buy
2024
Q3
$4.09M Sell
2024
Q2
$3.9M Hold
2024
Q1
$3.75M Buy
2023
Q4
$2.42M Buy
2023
Q3
Sell
2023
Q2
$203K Buy
2022
Q4
Sell
2022
Q3
$213K Buy