Abner Herrman & Brock’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 | $369K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $217K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $559K | Sell |
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|
2018
Q3 | $701K | Hold |
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|
2018
Q2 | $654K | Buy |
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|
2018
Q1 | $634K | Buy |
|