Cooper/Haims 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 | $17.1M | Buy |
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|
2025
Q1 | $13.3M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $9.96M | Sell |
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|
2022
Q3 | $9.46M | Sell |
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|
2022
Q2 | $10M | Sell |
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|
2022
Q1 | $12.1M | Sell |
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|
2021
Q4 | $12.9M | Sell |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $9.88M | Sell |
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|
2020
Q2 | $9.34M | Sell |
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|
2020
Q1 | $8.02M | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $9.98M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $10.6M | Sell |
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|
2018
Q4 | $10M | Buy |
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|
2018
Q3 | $11.3M | Sell |
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|
2018
Q2 | $13.3M | Sell |
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|
2018
Q1 | $13.1M | Sell |
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|
2017
Q4 | $13.8M | Buy |
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