Elgethun Capital Management’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 | $861K | Buy |
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|
2025
Q1 | $202K | Hold |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | $811K | Sell |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $701K | Sell |
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|
2020
Q3 | $648K | Buy |
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|
2020
Q2 | $582K | Buy |
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|
2020
Q1 | $365K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8K | Buy |
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