Anchor Investment 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
Q2 | $303K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $196K | Sell |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $120K | Buy |
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|
2022
Q4 | $97.6K | Buy |
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|
2022
Q3 | $89.3K | Hold |
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|
2022
Q2 | $94.4K | Sell |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $127K | Sell |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $90.7K | Hold |
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|
2020
Q2 | $83.6K | Hold |
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|
2020
Q1 | $69.8K | Sell |
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|
2019
Q4 | $90.2K | Hold |
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|
2019
Q3 | $83.3K | Hold |
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|
2019
Q2 | $82.2K | Buy |
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|
2019
Q1 | $37.6K | Sell |
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|
2018
Q4 | $56.6K | Hold |
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|
2018
Q3 | $65.9K | Hold |
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|
2018
Q2 | $61.4K | Hold |
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|
2018
Q1 | $59.7K | Hold |
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|
2017
Q4 | $60.5K | Hold |
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|
2017
Q3 | $56.9K | Buy |
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|
2017
Q2 | $3.16K | Hold |
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|
2017
Q1 | $3.08K | Hold |
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|
2016
Q4 | $2.92K | Hold |
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|
2016
Q3 | $2.83K | Hold |
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|
2016
Q2 | $2.74K | Hold |
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|
2016
Q1 | $2.69K | Buy |
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