Castleview Partners’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 | $576K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $35.6K | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $620 | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2018
Q1 | $898K | Buy |
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