David J. Yvars 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 | $34.8M | Buy |
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|
2025
Q1 | $31.2M | Buy |
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|
2024
Q4 | $31.7M | Buy |
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|
2024
Q3 | $30.9M | Sell |
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|
2024
Q2 | $29.5M | Buy |
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|
2024
Q1 | $28.2M | Sell |
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|
2023
Q4 | $26.3M | Buy |
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|
2023
Q3 | $23.6M | Buy |
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|
2023
Q2 | $23.7M | Buy |
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|
2023
Q1 | $21.6M | Buy |
|
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $13.5M | Sell |
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|
2022
Q1 | $17.2M | Sell |
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|
2021
Q4 | $18.8M | Sell |
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|
2021
Q3 | $17.2M | Sell |
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|
2021
Q2 | $17.2M | Buy |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $15.2M | Buy |
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