Gerber LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
1,671
| – | – | 0.73% | 23 |
|
|
2025
Q1 | $939K | Sell |
1,671
-32
| -2% | -$18K | 0.78% | 22 |
|
|
2024
Q4 | $1M | Hold |
1,703
| – | – | 0.73% | 22 |
|
|
2024
Q3 | $982K | Buy |
1,703
+1
| +0.1% | +$577 | 0.72% | 24 |
|
|
2024
Q2 | $931K | Buy |
1,702
+1
| +0.1% | +$547 | 0.73% | 22 |
|
|
2024
Q1 | $894K | Buy |
1,701
+817
| +92% | +$430K | 0.75% | 22 |
|
|
2023
Q4 | $422K | Buy |
+884
| New | +$422K | 0.38% | 45 |
|