Empirical Asset 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 | $2.73M | Sell |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.82M | Buy |
|
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $269K | Buy |
|
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $299K | Buy |
|