Coston McIsaac & Partners’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 | $445K | Hold |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $413 | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $572 | Buy |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $272K | Buy |
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