SP Asset Management’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
$2.61M Buy
2025
Q1
$2.34M Buy
2024
Q4
$2.44M Buy
2024
Q3
$2.25M Buy
2024
Q2
$2.02M Buy
2024
Q1
$292K Hold
2023
Q4
$265K Buy
2023
Q3
$238K Hold
2023
Q2
$247K Hold
2023
Q1
$228K Hold
2022
Q4
$213K Buy