Eubel Brady & Suttman 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 | $363K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $337K | Sell |
|
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.15M | Buy |
|
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $937K | Hold |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $895K | Sell |
|
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|
2022
Q4 | $5.61M | Sell |
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|
2022
Q3 | $5.93M | Sell |
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|
2022
Q2 | $6.66M | Buy |
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|
2022
Q1 | $6.76M | Buy |
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|
2021
Q4 | $4.68M | Buy |
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|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $756K | Buy |
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