Barrett & Company’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 | $8.28M | Sell |
|
|||||
|
2025
Q2 | $7.74M | Buy |
|
|||||
|
2025
Q1 | $6.93M | Buy |
|
|||||
|
2024
Q4 | $7.09M | Buy |
|
|||||
|
2024
Q3 | $6.56M | Buy |
|
|||||
|
2024
Q2 | $6.22M | Sell |
|
|||||
|
2024
Q1 | $6.19M | Buy |
|
|||||
|
2023
Q4 | $5.53M | Sell |
|
|||||
|
2023
Q3 | $4.99M | Buy |
|
|||||
|
2023
Q2 | $5.15M | Sell |
|
|||||
|
2023
Q1 | $4.8M | Sell |
|
|||||
|
2022
Q4 | $4.56M | Hold |
|
|||||
|
2022
Q3 | $4.56M | Buy |
|