Heritage Investment 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
Q2 | $66.5M | Sell |
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|
2025
Q1 | $64M | Buy |
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|
2024
Q4 | $64.6M | Buy |
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|
2024
Q3 | $61M | Buy |
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|
2024
Q2 | $56.8M | Buy |
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|
2024
Q1 | $53.3M | Buy |
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|
2023
Q4 | $47M | Buy |
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|
2023
Q3 | $41.7M | Buy |
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|
2023
Q2 | $42.1M | Buy |
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|
2023
Q1 | $36.7M | Buy |
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|
2022
Q4 | $32.3M | Buy |
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|
2022
Q3 | $13.8M | Sell |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $8.94M | Buy |
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