Steele Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Steele Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$251M	Buy
2025 Q2	$232M	Sell
2025 Q1	$210M	Buy
2024 Q4	$217M	Sell
2024 Q3	$214M	Buy
2024 Q2	$182M	Buy
2024 Q1	$172M	Buy
2023 Q4	$146M	Buy