Kearns & Associates’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 | $405K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $356K | Hold |
|
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|
2024
Q3 | $349K | Hold |
|
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|
2024
Q2 | $331K | Hold |
|
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $289K | Buy |
|