Fairview Capital Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
824
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $463K | Buy |
+824
| New | +$463K | 0.02% | 119 |
|
|
2022
Q1 | – | Sell |
-595
| Closed | -$283K | – | 133 |
|
|
2021
Q4 | $283K | Buy |
+595
| New | +$283K | 0.02% | 118 |
|
|
2018
Q4 | – | Sell |
-892
| Closed | -$261K | – | 143 |
|
|
2018
Q3 | $261K | Sell |
892
-340
| -28% | -$99.5K | 0.01% | 128 |
|
|
2018
Q2 | $336K | Buy |
1,232
+442
| +56% | +$121K | 0.02% | 107 |
|
|
2018
Q1 | $209K | Hold |
790
| – | – | 0.01% | 126 |
|
|
2017
Q4 | $212K | Buy |
+790
| New | +$212K | 0.01% | 119 |
|