Clear Harbor Asset Management’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 | $1.53M | Buy |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $37K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $35.6K | Buy |
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