GenTrust’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 | $14.9M | Hold |
|
|||||
|
2025
Q1 | $13.5M | Hold |
|
|||||
|
2024
Q4 | $14.1M | Buy |
|
|||||
|
2024
Q3 | $12.3M | Buy |
|
|||||
|
2024
Q2 | $3.61M | Hold |
|
|||||
|
2024
Q1 | $3.46M | Buy |
|
|||||
|
2023
Q4 | $541K | Sell |
|
|||||
|
2023
Q3 | $497K | Sell |
|
|||||
|
2023
Q2 | $597K | Buy |
|
|||||
|
2023
Q1 | $543K | Buy |
|
|||||
|
2022
Q4 | $229K | Buy |
|
|||||
|
2021
Q1 | – | Hold |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $249K | Sell |
|
|||||
|
2020
Q2 | $567K | Sell |
|
|||||
|
2020
Q1 | $482K | Buy |
|
|||||
|
2019
Q4 | $266K | Buy |
|
|||||
|
2019
Q3 | $246K | Hold |
|
|||||
|
2019
Q2 | $243K | Buy |
|