Avalon Trust’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 | $1.36M | Sell |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $977K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $99.9K | Hold |
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|
2023
Q4 | $90.8K | Sell |
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|
2023
Q3 | $85.9K | Hold |
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|
2023
Q2 | $89.1K | Hold |
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|
2023
Q1 | $82.2K | Buy |
|