Henry H. Armstrong Associates’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 | $343K | Hold |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $521K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $304 | Buy |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $249K | Buy |
|