Haverford Financial Services’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 | $1.5M | Hold |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $583K | Hold |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $487K | Sell |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $403K | Hold |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $420K | Hold |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $334K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.18M | Buy |
|