Blue Fin Capital’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 | $435K | Buy |
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|
2024
Q4 | $1.79M | Hold |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $991K | Hold |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $903K | Hold |
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|
2020
Q3 | $808K | Buy |
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|
2020
Q2 | $605K | Buy |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | $203K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $208K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $463K | Hold |
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|
2015
Q2 | $498K | Hold |
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|
2015
Q1 | $500K | Hold |
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|
2014
Q4 | $498K | Hold |
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|
2014
Q3 | $477K | Buy |
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|
2014
Q2 | $469K | Hold |
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|
2014
Q1 | $448K | Buy |
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|
2013
Q4 | $386K | Buy |
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