Claro Advisors’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 | $11.4M | Buy |
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|
2025
Q1 | $9.72M | Buy |
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|
2024
Q4 | $9.07M | Buy |
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|
2024
Q3 | $8.42M | Buy |
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|
2024
Q2 | $7.42M | Buy |
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|
2024
Q1 | $6.04M | Buy |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $4.98M | Sell |
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|
2023
Q1 | $4.65M | Sell |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $4.25M | Hold |
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|
2022
Q2 | $4.25M | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $675K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $161K | Buy |
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