RCM
RMR Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Hold |
1,551
| – | – | 0.69% | 38 |
|
|
2025
Q1 | $872K | Sell |
1,551
-87
| -5% | -$48.9K | 0.62% | 39 |
|
|
2024
Q4 | $964K | Hold |
1,638
| – | – | 0.71% | 35 |
|
|
2024
Q3 | $945K | Hold |
1,638
| – | – | 0.78% | 34 |
|
|
2024
Q2 | $896K | Hold |
1,638
| – | – | 0.82% | 35 |
|
|
2024
Q1 | $861K | Sell |
1,638
-76
| -4% | -$40K | 0.79% | 36 |
|
|
2023
Q4 | $819K | Buy |
+1,714
| New | +$819K | 0.93% | 31 |
|