Culbertson A N & Co’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 | $882K | Buy |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $712K | Hold |
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|
2022
Q4 | $665K | Buy |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $582K | Hold |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $553K | Hold |
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|
2021
Q2 | $552K | Hold |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $487K | Hold |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $384K | Hold |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $493K | Buy |
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|
2018
Q2 | $446K | Hold |
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|
2018
Q1 | $433K | Buy |
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|
2017
Q4 | $305K | Buy |
|