SRCM
Signature Resources 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 | $2.87M | Buy |
4,619
+3,140
| +212% | +$1.95M | 1.74% | 12 |
|
2025
Q1 | $831K | Buy |
1,479
+54
| +4% | +$30.3K | 0.71% | 18 |
|
2024
Q4 | $839K | Hold |
1,425
| – | – | 0.75% | 17 |
|
2024
Q3 | $822K | Sell |
1,425
-116
| -8% | -$66.9K | 0.75% | 15 |
|
2024
Q2 | $843K | Sell |
1,541
-563
| -27% | -$308K | 0.7% | 17 |
|
2024
Q1 | $1M | Hold |
2,104
| – | – | 0.94% | 15 |
|
2023
Q4 | $1M | Buy |
+2,104
| New | +$1M | 0.92% | 15 |
|