E.S. Barr & 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
Q4 | $533K | Buy |
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|
2025
Q3 | $462K | Hold |
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|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $388K | Sell |
|
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|
2024
Q4 | $584K | Hold |
|
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|
2024
Q3 | $572K | Buy |
|
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $361K | Buy |
|