Harrell Investment Partners’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 | $861K | Sell |
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|
2025
Q2 | $800K | Sell |
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|
2025
Q1 | $786K | Sell |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $986K | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $865K | Sell |
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|
2022
Q4 | $942K | Buy |
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|
2022
Q3 | $831K | Buy |
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