Chapin Davis’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 | $10.2M | Sell |
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|
2025
Q2 | $9.7M | Buy |
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|
2025
Q1 | $8.77M | Sell |
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|
2024
Q4 | $9.11M | Hold |
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|
2024
Q3 | $9.11M | Buy |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $8.32M | Buy |
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|
2023
Q4 | $6.71M | Buy |
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|
2023
Q3 | $5.89M | Buy |
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|
2023
Q2 | $6.04M | Buy |
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|
2023
Q1 | $5.53M | Buy |
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|
2022
Q4 | $4.63M | Buy |
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