Harbor Advisory Corp’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 | $11.9M | Hold |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.34M | Sell |
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|
2024
Q1 | $9.88M | Sell |
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|
2023
Q4 | $9.68M | Sell |
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|
2023
Q3 | $9.55M | Buy |
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|
2023
Q2 | $9.81M | Buy |
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|
2023
Q1 | $8.52M | Buy |
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|
2022
Q4 | $7.85M | Buy |
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|
2022
Q3 | $6.48M | Buy |
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|
2022
Q2 | $6.58M | Buy |
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|
2022
Q1 | $7.85M | Buy |
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|
2021
Q4 | $7.46M | Sell |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $6.64M | Buy |
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|
2021
Q1 | $6.05M | Buy |
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|
2020
Q4 | $4.89M | Buy |
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