Hudson Valley Investment 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
Q3 | $519K | Hold |
|
|||||
|
2025
Q2 | $481K | Hold |
|
|||||
|
2025
Q1 | $435K | Hold |
|
|||||
|
2024
Q4 | $456K | Hold |
|
|||||
|
2024
Q3 | $447K | Sell |
|
|||||
|
2024
Q2 | $386K | Sell |
|
|||||
|
2024
Q1 | $451K | Buy |
|
|||||
|
2023
Q4 | $386K | Hold |
|
|||||
|
2023
Q3 | $348K | Buy |
|
|||||
|
2023
Q2 | $345K | Sell |
|
|||||
|
2023
Q1 | $333K | Sell |
|
|||||
|
2022
Q4 | $372K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $367K | Buy |
|
|||||
|
2022
Q1 | $423K | Buy |
|