Warwick Investment 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
$938K Buy
2025
Q1
$485K Hold
2024
Q4
$508K Buy
2024
Q3
Sell
2024
Q2
$402K Sell
2024
Q1
$403K Sell
2023
Q4
$465K Sell
2023
Q3
$564K Sell
2023
Q2
$604K Sell
2023
Q1
$573K Sell
2022
Q4
$547K Buy
2022
Q3
$508K Sell
2022
Q2
$538K Buy
2022
Q1
$643K Buy
2021
Q4
$671K Buy