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Sykon Capital’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
$5.86M Buy
+9,442
New +$5.86M 2.14% 12
2024
Q3
Sell
-10,080
Closed -$5.52M 102
2024
Q2
$5.52M Sell
10,080
-9,266
-48% -$5.07M 2.08% 15
2024
Q1
$10.2M Buy
+19,346
New +$10.2M 3.68% 6
2023
Q3
Sell
-15,322
Closed -$6.83M 69
2023
Q2
$6.83M Buy
+15,322
New +$6.83M 4.71% 5