Independent Investors Inc’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 | $1.39M | Hold |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $893K | Sell |
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|
2023
Q3 | $812K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $258K | Buy |
|