Creegan & Nassoura Financial Group’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 | $1.18M | Hold |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $860K | Hold |
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|
2023
Q3 | $773K | Sell |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $763K | Hold |
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|
2022
Q4 | $713K | Hold |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $703K | Hold |
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|
2022
Q1 | $842K | Buy |
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|
2021
Q4 | $882K | Hold |
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|
2021
Q3 | $797K | Hold |
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|
2021
Q2 | $795K | Hold |
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|
2021
Q1 | $736K | Hold |
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|
2020
Q4 | $694K | Hold |
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|
2020
Q3 | $622K | Hold |
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|
2020
Q2 | $573K | Hold |
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|
2020
Q1 | $478K | Buy |
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