Griffin Asset Management’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
Q3 | $2.22M | Sell |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $991K | Buy |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $878K | Sell |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $807K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $933K | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $903K | Buy |
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|
2018
Q1 | $865K | Buy |
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|
2017
Q4 | $853K | Buy |
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|
2017
Q3 | $792K | Buy |
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