Canton Hathaway’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 | $303K | Hold |
|
|||||
|
2025
Q2 | $281K | Sell |
|
|||||
|
2025
Q1 | $292K | Hold |
|
|||||
|
2024
Q4 | $306K | Buy |
|
|||||
|
2024
Q3 | $261K | Hold |
|
|||||
|
2024
Q2 | $248K | Hold |
|
|||||
|
2024
Q1 | $238K | Hold |
|
|||||
|
2023
Q4 | $216K | Sell |
|
|||||
|
2023
Q3 | $248K | Buy |
|
|||||
|
2023
Q2 | $146K | Hold |
|
|||||
|
2023
Q1 | $134K | Hold |
|
|||||
|
2022
Q4 | $126K | Hold |
|
|||||
|
2022
Q3 | $117K | Hold |
|
|||||
|
2022
Q2 | $124K | Hold |
|
|||||
|
2022
Q1 | $148K | Hold |
|
|||||
|
2021
Q4 | $156K | Hold |
|
|||||
|
2021
Q3 | $141K | Hold |
|
|||||
|
2021
Q2 | $141K | Buy |
|
|||||
|
2021
Q1 | $90K | Sell |
|
|||||
|
2020
Q4 | $384K | Buy |
|