Kavar Capital Partners Group’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 | $3.15M | Sell |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $2.75M | Hold |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.38M | Hold |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | $129K | Sell |
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|
2018
Q1 | $142K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $49K | Hold |
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|
2015
Q3 | $46K | Sell |
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|
2015
Q2 | $73K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $75K | Hold |
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|
2013
Q4 | $74K | Buy |
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