Avity 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 | $546K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $431K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $238K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $294K | Hold |
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|
2018
Q3 | $342K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $384K | Hold |
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|
2017
Q2 | $370K | Sell |
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|
2017
Q1 | $384K | Sell |
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|
2016
Q4 | $376K | Sell |
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|
2016
Q3 | $367K | Buy |
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