Fagan Associates’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 | $488K | Hold |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $246K | Buy |
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