Ellerson Group’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 | $279K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $215K | Hold |
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|
2023
Q3 | $193K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $5.72M | Buy |
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|
2022
Q4 | $258K | Buy |
|