Guyasuta Investment Advisors’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 | $6.49M | Buy |
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2025
Q1 | $5.8M | Buy |
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2024
Q4 | $6.03M | Buy |
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2024
Q3 | $5.57M | Buy |
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2024
Q2 | $3.79M | Hold |
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2024
Q1 | $3.79M | Sell |
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2023
Q4 | $3.8M | Buy |
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2023
Q3 | $2.49M | Hold |
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2023
Q2 | $2.58M | Sell |
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2023
Q1 | $2.41M | Sell |
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2022
Q4 | $3.65M | Sell |
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2022
Q3 | $3.5M | Sell |
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2022
Q2 | $3.82M | Sell |
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2022
Q1 | $4.58M | Buy |
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2021
Q4 | $4.53M | Sell |
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2021
Q3 | $4.18M | Buy |
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2021
Q2 | $3.93M | Buy |
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2021
Q1 | $3.48M | Buy |
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2020
Q4 | $3.06M | Sell |
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2020
Q3 | $3.01M | Buy |
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2020
Q2 | $2.71M | Sell |
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2020
Q1 | $2.48M | Buy |
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2019
Q4 | $2.39M | Sell |
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2019
Q3 | $2.25M | Hold |
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2019
Q2 | $2.22M | Hold |
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2019
Q1 | $2.14M | Hold |
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2018
Q4 | $1.89M | Buy |
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2018
Q3 | $2.17M | Sell |
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2018
Q2 | $2.07M | Buy |
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2018
Q1 | $1.78M | Buy |
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2017
Q4 | $1.81M | Buy |
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2017
Q3 | $1.66M | Hold |
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2017
Q2 | $1.59M | Buy |
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2017
Q1 | $1.51M | Buy |
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2016
Q4 | $1.24M | Sell |
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2016
Q3 | $1.41M | Sell |
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2016
Q2 | $1.36M | Sell |
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2016
Q1 | $1.35M | Buy |
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2015
Q4 | $343K | Sell |
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2015
Q3 | $332K | Sell |
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2015
Q2 | $363K | Sell |
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2015
Q1 | $375K | Sell |
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2014
Q4 | $381K | Sell |
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2014
Q3 | $370K | Sell |
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2014
Q2 | $371K | Sell |
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2014
Q1 | $355K | Hold |
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2013
Q4 | $351K | Sell |
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2013
Q3 | $353K | Hold |
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2013
Q2 | $336K | Buy |
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