RMR Capital Management’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
$1.04M Hold
2025
Q2
$963K Hold
2025
Q1
$872K Sell
2024
Q4
$964K Hold
2024
Q3
$945K Hold
2024
Q2
$896K Hold
2024
Q1
$861K Sell
2023
Q4
$819K Buy