Koesten Hirschmann & Crabtree’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 | $4.25M | Buy |
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|
2025
Q1 | $3.13M | Hold |
|
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|
2024
Q4 | $3.28M | Sell |
|
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|
2024
Q3 | $3.27M | Sell |
|
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|
2024
Q2 | $3.31M | Hold |
|
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|
2024
Q1 | $3.31M | Sell |
|
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|
2023
Q4 | $3.12M | Buy |
|
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|
2023
Q3 | $2.66M | Sell |
|
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|
2023
Q2 | $2.77M | Sell |
|
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|
2023
Q1 | $2.67M | Buy |
|
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|
2022
Q4 | $2.47M | Buy |
|