Fayez Sarofim & 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
Q2 | $522K | Sell |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $453K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $289K | Sell |
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|
2015
Q2 | $16.5M | Buy |
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|
2015
Q1 | $312K | Hold |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $297K | Hold |
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|
2014
Q2 | $296K | Buy |
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|
2013
Q2 | $638K | Buy |
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