Essex 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
Q2 | $2.24M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $2.91M | Hold |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $2.06M | Sell |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.05M | Buy |
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