Holland Advisory 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 | $21.7M | Sell |
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|
2025
Q2 | $20.8M | Buy |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $20.5M | Sell |
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|
2024
Q3 | $20.2M | Sell |
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|
2024
Q2 | $19.5M | Sell |
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|
2024
Q1 | $20.7M | Sell |
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|
2023
Q4 | $19.9M | Sell |
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|
2023
Q3 | $19.1M | Sell |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $18.2M | Sell |
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|
2022
Q4 | $18.6M | Buy |
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|
2022
Q3 | $9.76M | Buy |
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|
2022
Q2 | $8.8M | Buy |
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|
2022
Q1 | $9.76M | Sell |
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|
2021
Q4 | $10.9M | Buy |
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