Evergreen Capital 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
Q3 | $16M | Sell |
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|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $13.3M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $14M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $896K | Sell |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $961K | Buy |
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|
2018
Q4 | $667K | Buy |
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|
2018
Q3 | $775K | Buy |
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|
2018
Q2 | $668K | Hold |
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|
2018
Q1 | $649K | Buy |
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|
2017
Q4 | $657K | Buy |
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