Gries Financial’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 | $71.8M | Buy |
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|
2025
Q1 | $64.8M | Sell |
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|
2024
Q4 | $68.5M | Sell |
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|
2024
Q3 | $67.8M | Buy |
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|
2024
Q2 | $64.1M | Sell |
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|
2024
Q1 | $61.8M | Sell |
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|
2023
Q4 | $56.2M | Buy |
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|
2023
Q3 | $49.8M | Buy |
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|
2023
Q2 | $46.8M | Buy |
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|
2023
Q1 | $42.5M | Sell |
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|
2022
Q4 | $43.5M | Buy |
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|
2022
Q3 | $34.5M | Buy |
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|
2022
Q2 | $36.1M | Sell |
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|
2022
Q1 | $43.8M | Buy |
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|
2021
Q4 | $37.2M | Buy |
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|
2021
Q3 | $32M | Sell |
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|
2021
Q2 | $33M | Sell |
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|
2021
Q1 | $31.4M | Buy |
|