Austin Asset 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 | $1.71M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $933K | Hold |
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|
2023
Q1 | $860K | Buy |
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|
2022
Q4 | $750K | Hold |
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|
2022
Q3 | $750K | Hold |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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