ERn Financial LLC’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 | $4.05M | Sell |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.79M | Hold |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $969K | Sell |
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|
2019
Q3 | $901K | Buy |
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|
2019
Q2 | $889K | Sell |
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|
2019
Q1 | $917K | Sell |
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|
2018
Q4 | $821K | Buy |
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