Boston Family Office’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 | $4.1M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $4.4M | Sell |
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|
2024
Q1 | $5.6M | Buy |
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|
2023
Q4 | $5.03M | Sell |
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|
2023
Q3 | $4.71M | Sell |
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|
2023
Q2 | $5.13M | Buy |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $917K | Buy |
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|
2018
Q4 | $621K | Buy |
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|
2018
Q3 | $711K | Sell |
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|
2018
Q2 | $673K | Hold |
|
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $386K | Buy |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $281K | Hold |
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|
2016
Q3 | $272K | Sell |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $244K | Hold |
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|
2015
Q4 | $242K | Buy |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $245K | Hold |
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|
2015
Q1 | $245K | Hold |
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|
2014
Q4 | $244K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $232K | Sell |
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|
2014
Q1 | $228K | Hold |
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|
2013
Q4 | $225K | Hold |
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|
2013
Q3 | $205K | Buy |
|