Fort Sheridan Advisors’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 | $1.3M | Hold |
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|
2025
Q2 | $1.21M | Hold |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $919K | Hold |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $846K | Hold |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $698K | Sell |
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|
2022
Q3 | $1.3M | Hold |
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|
2022
Q2 | $1.37M | Hold |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.73M | Hold |
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|
2021
Q3 | $1.56M | Hold |
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|
2021
Q2 | $1.56M | Hold |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $388K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $302K | Buy |
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