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
Q2
$428K Hold
2025
Q1
$388K Sell
2024
Q4
$584K Hold
2024
Q3
$572K Buy
2024
Q2
$427K Hold
2024
Q1
$411K Hold
2023
Q4
$373K Hold
2023
Q3
$335K Sell
2023
Q2
$361K Buy