Kozak & 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
Q2 | $139K | Hold |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $142K | Buy |
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|
2024
Q2 | $97.2K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $31.9K | Buy |
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|
2023
Q1 | $605 | Hold |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $95K | Buy |
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