Sage Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
1,789
+1
| +0.1% | +$621 | 0.53% | 49 |
|
|
2025
Q1 | $1M | Buy |
1,788
+19
| +1% | +$10.7K | 0.55% | 53 |
|
|
2024
Q4 | $1.04M | Buy |
1,769
+3
| +0.2% | +$1.77K | 0.53% | 48 |
|
|
2024
Q3 | $1.02M | Buy |
1,766
+1
| +0.1% | +$577 | 0.49% | 54 |
|
|
2024
Q2 | $966K | Buy |
1,765
+2
| +0.1% | +$1.1K | 0.51% | 51 |
|
|
2024
Q1 | $927K | Buy |
1,763
+1
| +0.1% | +$526 | 0.5% | 54 |
|
|
2023
Q4 | $842K | Buy |
+1,762
| New | +$842K | 0.5% | 55 |
|