BOS 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 | $4.82M | Sell |
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|
2025
Q1 | $4.39M | Sell |
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|
2024
Q4 | $5.12M | Sell |
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|
2024
Q3 | $5.05M | Hold |
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|
2024
Q2 | $4.79M | Sell |
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|
2024
Q1 | $5M | Sell |
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|
2023
Q4 | $9.52M | Buy |
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|
2023
Q3 | $7.61M | Buy |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.13M | Buy |
|