Athena 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 | $1.45M | Sell |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.36M | Hold |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1M | Hold |
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|
2022
Q4 | $935K | Hold |
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|
2022
Q3 | $873K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $260K | Buy |
|