Herold Advisors’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 | $1.16M | Buy |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.39M | Hold |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $58.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $55K | Buy |
|