GFP
Gryphon Financial Partners’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
Q2 | $187M | Sell |
300,558
-3,102
| -1% | -$1.93M | 24.37% | 1 |
|
|
2025
Q1 | $171M | Buy |
303,660
+1,304
| +0.4% | +$733K | 24.6% | 1 |
|
|
2024
Q4 | $178M | Buy |
302,356
+1,188
| +0.4% | +$699K | 25.43% | 1 |
|
|
2024
Q3 | $174M | Sell |
301,168
-2,947
| -1% | -$1.7M | 23.48% | 1 |
|
|
2024
Q2 | $166M | Buy |
304,115
+12,375
| +4% | +$6.77M | 24.92% | 1 |
|
|
2024
Q1 | $153M | Buy |
291,740
+8,746
| +3% | +$4.6M | 25.49% | 1 |
|
|
2023
Q4 | $135M | Sell |
282,994
-3,570
| -1% | -$1.7M | 23.88% | 1 |
|
|
2023
Q3 | $123M | Sell |
286,564
-12,954
| -4% | -$5.56M | 28.55% | 1 |
|
|
2023
Q2 | $133M | Sell |
299,518
-4,349
| -1% | -$1.94M | 28.9% | 1 |
|
|
2023
Q1 | $125M | Buy |
303,867
+339
| +0.1% | +$139K | 28.42% | 1 |
|
|
2022
Q4 | $117M | Sell |
303,528
-4,047
| -1% | -$1.55M | 27.75% | 1 |
|
|
2022
Q3 | $110M | Buy |
307,575
+4,517
| +1% | +$1.62M | 27.8% | 1 |
|
|
2022
Q2 | $115M | Buy |
303,058
+4,808
| +2% | +$1.82M | 27.89% | 1 |
|
|
2022
Q1 | $135M | Buy |
298,250
+17,353
| +6% | +$7.87M | 27.56% | 1 |
|
|
2021
Q4 | $134M | Buy |
280,897
+32,954
| +13% | +$15.7M | 25.39% | 1 |
|
|
2021
Q3 | $107M | Sell |
247,943
-11,530
| -4% | -$4.97M | 23.72% | 1 |
|
|
2021
Q2 | $111M | Sell |
259,473
-901
| -0.3% | -$387K | 25.07% | 1 |
|
|
2021
Q1 | $104M | Buy |
260,374
+6,264
| +2% | +$2.49M | 23.53% | 1 |
|
|
2020
Q4 | $95.4M | Buy |
254,110
+9,134
| +4% | +$3.43M | 24.57% | 1 |
|
|
2020
Q3 | $82.3M | Sell |
244,976
-4,276
| -2% | -$1.44M | 24.33% | 1 |
|
|
2020
Q2 | $77.2M | Buy |
249,252
+11,022
| +5% | +$3.41M | 23.93% | 1 |
|
|
2020
Q1 | $61.6M | Buy |
238,230
+8,836
| +4% | +$2.28M | 22.67% | 1 |
|
|
2019
Q4 | $74.1M | Buy |
229,394
+493
| +0.2% | +$159K | 19.24% | 1 |
|
|
2019
Q3 | $68.3M | Buy |
228,901
+209
| +0.1% | +$62.4K | 19.71% | 1 |
|
|
2019
Q2 | $67.4M | Sell |
228,692
-4,807
| -2% | -$1.42M | 19.4% | 1 |
|
|
2019
Q1 | $66.4M | Buy |
233,499
+57,474
| +33% | +$16.4M | 19.6% | 1 |
|
|
2018
Q4 | $44.3M | Buy |
176,025
+25,140
| +17% | +$6.33M | 11.27% | 1 |
|
|
2018
Q3 | $44.2M | Buy |
150,885
+1,213
| +0.8% | +$355K | 13.18% | 1 |
|
|
2018
Q2 | $40.9M | Buy |
149,672
+6,842
| +5% | +$1.87M | 18.45% | 1 |
|
|
2018
Q1 | $37.9M | Buy |
142,830
+157
| +0.1% | +$41.7K | 19.42% | 1 |
|
|
2017
Q4 | $38.4M | Buy |
+142,673
| New | +$38.4M | 21.81% | 1 |
|