Carl P. Sherr & Co’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 | $1.52M | Sell |
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|
2025
Q1 | $1.39M | Hold |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.68M | Buy |
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