Brown, Lisle/Cummings’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 | $379K | Hold |
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|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $52.8K | Hold |
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|
2024
Q4 | $55.3K | Hold |
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|
2024
Q3 | $54.2K | Hold |
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|
2024
Q2 | $51.4K | Hold |
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|
2024
Q1 | $49.4K | Hold |
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|
2023
Q4 | $44.9K | Hold |
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|
2023
Q3 | $40.4K | Buy |
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|
2023
Q2 | $16.5K | Hold |
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|
2023
Q1 | $15.2K | Hold |
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|
2022
Q4 | $14.2K | Hold |
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|
2022
Q3 | $13.3K | Hold |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $9.98K | Sell |
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|
2021
Q4 | $46.3K | Buy |
|