Rosenblum Silverman Sutton’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
$320K Sell
2025
Q1
$326K Hold
2024
Q4
$341K Sell
2024
Q3
$345K Hold
2024
Q2
$327K Hold
2024
Q1
$314K Hold
2023
Q4
$286K Hold
2023
Q3
$257K Hold
2023
Q2
$267K Hold
2023
Q1
$246K Hold
2022
Q4
$230K Hold
2022
Q3
$214K Sell
2022
Q2
$233K Hold
2022
Q1
$279K Hold
2021
Q4
$293K Hold
2021
Q3
$265K Hold
2021
Q2
$264K Hold
2021
Q1
$245K Sell
2020
Q4
$255K Hold
2020
Q3
$228K Buy
2020
Q2
Sell
2020
Q1
$209K Buy