Arthur M. Cohen & Associates’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 | $1.53M | Buy |
|
|||||
|
2025
Q2 | $1.42M | Buy |
|
|||||
|
2025
Q1 | $1.28M | Buy |
|
|||||
|
2024
Q4 | $1.31M | Buy |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.21M | Buy |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $736K | Hold |
|
|||||
|
2023
Q2 | $764K | Buy |
|
|||||
|
2023
Q1 | $703K | Buy |
|
|||||
|
2022
Q4 | $654K | Sell |
|
|||||
|
2022
Q3 | $633K | Buy |
|
|||||
|
2022
Q2 | $666K | Buy |
|
|||||
|
2022
Q1 | $794K | Buy |
|
|||||
|
2021
Q4 | $832K | Buy |
|
|||||
|
2021
Q3 | $749K | Buy |
|
|||||
|
2021
Q2 | $745K | Sell |
|
|||||
|
2021
Q1 | $699K | Buy |
|
|||||
|
2020
Q4 | $657K | Buy |
|
|||||
|
2020
Q3 | $586K | Buy |
|
|||||
|
2020
Q2 | $538K | Buy |
|
|||||
|
2020
Q1 | $427K | Buy |
|
|||||
|
2019
Q4 | $555K | Buy |
|
|||||
|
2019
Q3 | $510 | Buy |
|
|||||
|
2019
Q2 | $501K | Buy |
|
|||||
|
2019
Q1 | $480K | Buy |
|
|||||
|
2018
Q4 | $423 | Buy |
|
|||||
|
2018
Q3 | $486 | Buy |
|
|||||
|
2018
Q2 | $452K | Buy |
|
|||||
|
2018
Q1 | $429K | Sell |
|
|||||
|
2017
Q4 | $423 | Buy |
|
|||||
|
2017
Q2 | $396K | Hold |
|
|||||
|
2017
Q1 | $386K | Hold |
|
|||||
|
2016
Q4 | $366K | Buy |
|
|||||
|
2014
Q3 | $412K | Buy |
|