Shepherd Kaplan Krochuk’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 | $827K | Buy |
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|
2025
Q1 | $737K | Sell |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.9M | Buy |
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|
2018
Q2 | $2.75M | Sell |
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|
2018
Q1 | $2.68M | Hold |
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|
2017
Q4 | $2.71M | Buy |
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