Americana Partners’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 | $4.44M | Buy |
|
|||||
|
2025
Q2 | $3.38M | Buy |
|
|||||
|
2025
Q1 | $384K | Buy |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $387K | Sell |
|
|||||
|
2024
Q2 | $697K | Buy |
|
|||||
|
2024
Q1 | $604K | Buy |
|
|||||
|
2023
Q4 | $284K | Sell |
|
|||||
|
2023
Q3 | $261K | Sell |
|
|||||
|
2023
Q2 | $421K | Buy |
|
|||||
|
2023
Q1 | $244K | Sell |
|
|||||
|
2022
Q4 | $249K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $210K | Hold |
|
|||||
|
2021
Q4 | $221K | Buy |
|