Yousif Capital 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
Q3 | $218K | Hold |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $731K | Buy |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $808K | Hold |
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|
2021
Q4 | $849K | Buy |
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