CVA Family Office’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 | $21.8M | Sell |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $19.6M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $16.8M | Buy |
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|
2023
Q4 | $15M | Buy |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $13.1M | Sell |
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|
2023
Q1 | $12.8M | Sell |
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|
2022
Q4 | $12M | Sell |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $10.8M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $9.9M | Sell |
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|
2020
Q1 | $8.41M | Sell |
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|
2019
Q4 | $11.9M | Buy |
|