Fenimore Asset 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 | $803K | Hold |
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|
2025
Q2 | $745K | Hold |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $573K | Hold |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $572K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $516K | Hold |
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|
2021
Q1 | $477K | Buy |
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