Horizon Investment 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
Q2 | $375K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $363K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Buy |
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