DB Fitzpatrick & 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
Q3 | $16.1K | Hold |
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|
2025
Q2 | $14.9K | Hold |
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|
2025
Q1 | $13.5K | Hold |
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|
2024
Q4 | $14.1K | Sell |
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|
2024
Q3 | $21.3K | Sell |
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|
2024
Q2 | $27.4K | Buy |
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|
2024
Q1 | $25.8K | Sell |
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|
2023
Q4 | $29.2K | Hold |
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|
2023
Q3 | $26.2K | Buy |
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|
2023
Q2 | $25.4K | Hold |
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|
2023
Q1 | $23.4K | Hold |
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|
2022
Q4 | $21.9K | Hold |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $43K | Buy |
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