Hanson & Doremus Investment 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 | $724K | Hold |
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|
2025
Q2 | $671K | Hold |
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|
2025
Q1 | $607K | Hold |
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|
2024
Q4 | $636K | Hold |
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|
2024
Q3 | $624K | Hold |
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|
2024
Q2 | $592K | Hold |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $460K | Hold |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $380K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $335K | Hold |
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|
2018
Q4 | $296K | Hold |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $451K | Hold |
|
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|
2017
Q4 | $457K | Hold |
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|
2017
Q3 | $430K | Hold |
|
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|
2017
Q2 | $414K | Buy |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $281K | Hold |
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|
2016
Q3 | $272K | Hold |
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|
2016
Q2 | $263K | Buy |
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|
2016
Q1 | $253K | Hold |
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|
2015
Q4 | $251K | Buy |
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|
2015
Q3 | $44K | Hold |
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|
2015
Q2 | $47K | Sell |
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|
2015
Q1 | $52K | Hold |
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|
2014
Q4 | $52K | Hold |
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|
2014
Q3 | $50K | Hold |
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|
2014
Q2 | $49K | Hold |
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|
2014
Q1 | $47K | Hold |
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|
2013
Q4 | $46K | Hold |
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|
2013
Q3 | $42K | Hold |
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|
2013
Q2 | $40K | Buy |
|