YCM
Yousif 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 | $202K | Buy |
+325
| New | +$202K | ﹤0.01% | 1821 |
|
|
2025
Q1 | – | Sell |
-505
| Closed | -$297K | – | 1913 |
|
|
2024
Q4 | $297K | Hold |
505
| – | – | ﹤0.01% | 1692 |
|
|
2024
Q3 | $291K | Hold |
505
| – | – | ﹤0.01% | 1735 |
|
|
2024
Q2 | $276K | Hold |
505
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $265K | Sell |
505
-1,025
| -67% | -$539K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $731K | Buy |
1,530
+330
| +28% | +$158K | 0.01% | 1375 |
|
|
2023
Q3 | $515K | Hold |
1,200
| – | – | 0.01% | 1466 |
|
|
2023
Q2 | $535K | Hold |
1,200
| – | – | 0.01% | 1461 |
|
|
2023
Q1 | $493K | Hold |
1,200
| – | – | 0.01% | 1495 |
|
|
2022
Q4 | $461K | Hold |
1,200
| – | – | 0.01% | 1534 |
|
|
2022
Q3 | $430K | Sell |
1,200
-580
| -33% | -$208K | 0.01% | 1579 |
|
|
2022
Q2 | $675K | Hold |
1,780
| – | – | 0.01% | 1429 |
|
|
2022
Q1 | $808K | Hold |
1,780
| – | – | 0.01% | 1442 |
|
|
2021
Q4 | $849K | Buy |
+1,780
| New | +$849K | 0.01% | 1442 |
|