Harbor Group’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 | $20.9M | Buy |
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|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $14.1M | Buy |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $11.3M | Sell |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.1M | Buy |
|
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|
2023
Q1 | $8.95M | Buy |
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|
2022
Q4 | $7.82M | Buy |
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|
2022
Q3 | $7.19M | Buy |
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|
2022
Q2 | $6.87M | Sell |
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|
2022
Q1 | $8.24M | Buy |
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|
2021
Q4 | $8.35M | Buy |
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|
2021
Q3 | $7.14M | Buy |
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|
2021
Q2 | $6.91M | Buy |
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|
2021
Q1 | $6.27M | Buy |
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|
2020
Q4 | $5.19M | Buy |
|