Coastline Trust’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 | $37.3M | Sell |
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|
2025
Q2 | $35.4M | Buy |
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|
2025
Q1 | $29.4M | Buy |
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|
2024
Q4 | $30.2M | Buy |
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|
2024
Q3 | $29M | Sell |
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|
2024
Q2 | $32.6M | Buy |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $25.5M | Buy |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $6.83M | Buy |
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|
2023
Q1 | $5.87M | Sell |
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|
2022
Q4 | $6.61M | Buy |
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|
2022
Q3 | $4.97M | Buy |
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|
2022
Q2 | $758K | Buy |
|