Heritage 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
Q3 | $2.38M | Buy |
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|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.56M | Hold |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $962K | Buy |
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|
2023
Q2 | $990K | Sell |
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|
2023
Q1 | $928K | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $828K | Sell |
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|
2022
Q2 | $933K | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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