Edgemoor Investment 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
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.1M | Hold |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.21M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.56M | Hold |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $211K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $365K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Sell |
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|
2015
Q3 | $422K | Buy |
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|
2015
Q2 | $450K | Hold |
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|
2015
Q1 | $451K | Hold |
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|
2014
Q4 | $449K | Buy |
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|
2014
Q3 | $227K | Hold |
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|
2014
Q2 | $226K | Buy |
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