Iron Gate Global 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
Q2 | $260K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $21K | Buy |
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