Cutter & Co Brokerage’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
Q1 | – | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $501K | Sell |
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|
2019
Q2 | $512K | Sell |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $520K | Buy |
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