Douglass Winthrop Advisors’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 | $1.14M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $356K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $483K | Buy |
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|
2015
Q2 | $516K | Hold |
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|
2015
Q1 | $516K | Buy |
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|
2014
Q4 | $511K | Buy |
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