Eagle Global 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 | $552K | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $627K | Buy |
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