Eaton Financial Holdings’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 | $5.05M | Sell |
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|
2025
Q2 | $5.73M | Sell |
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|
2025
Q1 | $8.23M | Sell |
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|
2024
Q4 | $9.86M | Sell |
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|
2024
Q3 | $9.82M | Buy |
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|
2024
Q1 | $8.76M | Buy |
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|
2023
Q4 | $6.87M | Buy |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $16.9M | Sell |
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|
2023
Q1 | $25.9M | Buy |
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|
2022
Q4 | $21.4M | Buy |
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