Collective Family Office’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 | $2.35M | Hold |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $878K | Sell |
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|
2023
Q4 | $820K | Hold |
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|
2023
Q3 | $737K | Sell |
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|
2023
Q2 | $799K | Hold |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $999K | Sell |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.47M | Sell |
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|
2021
Q4 | $3.72M | Hold |
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|
2021
Q3 | $3.36M | Hold |
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|
2021
Q2 | $3.35M | Buy |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $3.06M | Buy |
|