ESL Trust Services’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 | $73.7M | Buy |
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|
2025
Q1 | $64.9M | Sell |
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|
2024
Q4 | $68.6M | Buy |
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|
2024
Q3 | $66.8M | Buy |
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|
2024
Q2 | $63M | Buy |
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|
2024
Q1 | $56.5M | Sell |
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|
2023
Q4 | $56.4M | Buy |
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|
2023
Q3 | $49.9M | Buy |
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|
2023
Q2 | $51.2M | Sell |
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|
2023
Q1 | $47.5M | Buy |
|
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|
2022
Q4 | $44.3M | Buy |
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|
2022
Q3 | $41.1M | Buy |
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|
2022
Q2 | $43.1M | Buy |
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|
2022
Q1 | $51.3M | Sell |
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|
2021
Q4 | $54M | Sell |
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|
2021
Q3 | $48.9M | Sell |
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|
2021
Q2 | $53.6M | Buy |
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|
2021
Q1 | $49.5M | Buy |
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|
2020
Q4 | $46.7M | Buy |
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|
2020
Q3 | $41.8M | Buy |
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|
2020
Q2 | $38.3M | Sell |
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|
2020
Q1 | $51.7M | Buy |
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|
2019
Q4 | $63M | Buy |
|