Everett Harris & Co’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 | $1.64M | Sell |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $943K | Sell |
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|
2022
Q2 | $997K | Hold |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $839K | Buy |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $534K | Buy |
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