Running Point Capital Advisors’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 | $2.75M | Buy |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $264K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $132K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $5.05M | Hold |
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|
2021
Q2 | $5.04M | Sell |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.51M | Buy |
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