Interchange Capital Partners’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 | $6.22M | Sell |
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|
2025
Q1 | $7.98M | Buy |
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|
2024
Q4 | $6.39M | Sell |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $7M | Sell |
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|
2024
Q1 | $7.58M | Sell |
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|
2023
Q4 | $8.46M | Buy |
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|
2023
Q3 | $7.19M | Buy |
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|
2023
Q2 | $6.12M | Buy |
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|
2023
Q1 | $4.35M | Buy |
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|
2022
Q4 | $3.66M | Buy |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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