Anchor Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
962
-45
| -4% | -$27.9K | 0.02% | 199 |
|
|
2025
Q1 | $566K | Sell |
1,007
-250
| -20% | -$140K | 0.02% | 195 |
|
|
2024
Q4 | $740K | Hold |
1,257
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $725K | Hold |
1,257
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $688K | Buy |
1,257
+51
| +4% | +$27.9K | 0.02% | 186 |
|
|
2024
Q1 | $634K | Sell |
1,206
-25
| -2% | -$13.1K | 0.02% | 192 |
|
|
2023
Q4 | $588K | Sell |
1,231
-25
| -2% | -$11.9K | 0.02% | 198 |
|
|
2023
Q3 | $539K | Buy |
+1,256
| New | +$539K | 0.02% | 205 |
|