Frisch Financial Group’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 | $1.54M | Buy |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $757K | Sell |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $782K | Buy |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $579K | Sell |
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|
2021
Q1 | $545K | Sell |
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|
2020
Q4 | $4.22M | Buy |
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|
2020
Q3 | $3.67M | Buy |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $5.86M | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $982K | Buy |
|