GA
Greenspring Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Sell |
2,241
-65
| -3% | -$36.5K | 0.3% | 30 |
|
|
2024
Q4 | $1.36M | Sell |
2,306
-135
| -6% | -$79.5K | 0.3% | 26 |
|
|
2024
Q3 | $1.41M | Sell |
2,441
-38
| -2% | -$21.9K | 0.31% | 24 |
|
|
2024
Q2 | $1.36M | Sell |
2,479
-34
| -1% | -$18.6K | 0.33% | 21 |
|
|
2024
Q1 | $1.32M | Hold |
2,513
| – | – | 0.33% | 22 |
|
|
2023
Q4 | $1.2M | Hold |
2,513
| – | – | 0.33% | 24 |
|
|
2023
Q3 | $1.08M | Hold |
2,513
| – | – | 0.34% | 23 |
|
|
2023
Q2 | $1.12M | Sell |
2,513
-570
| -18% | -$254K | 0.34% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
3,083
-103
| -3% | -$42.3K | 0.28% | 42 |
|
|
2022
Q4 | $1.22M | Sell |
3,186
-699
| -18% | -$269K | 0.32% | 39 |
|
|
2022
Q3 | $1.39M | Buy |
3,885
+493
| +15% | +$177K | 0.43% | 29 |
|
|
2022
Q2 | $1.29M | Sell |
3,392
-447
| -12% | -$170K | 0.38% | 30 |
|
|
2022
Q1 | $1.74M | Sell |
3,839
-377
| -9% | -$171K | 0.46% | 23 |
|
|
2021
Q4 | $2.01M | Buy |
+4,216
| New | +$2.01M | 0.52% | 20 |
|