Kurt F. Somerville’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 | $417K | Sell |
|
|||||
2025
Q1 | $398K | Hold |
|
|||||
2024
Q4 | $417K | Sell |
|
|||||
2024
Q3 | $1.56M | Buy |
|
|||||
2024
Q2 | $1.39M | Sell |
|
|||||
2024
Q1 | $1.55M | Sell |
|
|||||
2023
Q4 | $1.92M | Sell |
|
|||||
2023
Q3 | $3.25M | Hold |
|
|||||
2023
Q2 | $3.37M | Hold |
|
|||||
2023
Q1 | $3.11M | Hold |
|
|||||
2022
Q4 | $2.9M | Sell |
|
|||||
2022
Q3 | $2.75M | Hold |
|
|||||
2022
Q2 | $2.9M | Hold |
|
|||||
2022
Q1 | $3.48M | Sell |
|
|||||
2021
Q4 | $3.67M | Buy |
|
|||||
2021
Q3 | $484K | Hold |
|
|||||
2021
Q2 | $483K | Hold |
|
|||||
2021
Q1 | $447K | Hold |
|
|||||
2020
Q4 | $422K | Hold |
|
|||||
2020
Q3 | $377K | Buy |
|
|||||
2020
Q2 | $310K | Hold |
|
|||||
2020
Q1 | $258K | Hold |
|
|||||
2019
Q4 | $323K | Hold |
|
|||||
2019
Q3 | $299K | Hold |
|
|||||
2019
Q2 | $295K | Hold |
|
|||||
2019
Q1 | $285K | Hold |
|
|||||
2018
Q4 | $252K | Sell |
|
|||||
2018
Q3 | $702K | Hold |
|
|||||
2018
Q2 | $655K | Hold |
|
|||||
2018
Q1 | $636K | Hold |
|
|||||
2017
Q4 | $645K | Sell |
|
|||||
2017
Q3 | $670K | Hold |
|
|||||
2017
Q2 | $644K | Sell |
|
|||||
2017
Q1 | $664K | Hold |
|
|||||
2016
Q4 | $630K | Hold |
|
|||||
2016
Q3 | $608K | Hold |
|
|||||
2016
Q2 | $588K | Hold |
|
|||||
2016
Q1 | $578K | Hold |
|
|||||
2015
Q4 | $572K | Hold |
|
|||||
2015
Q3 | $539K | Hold |
|
|||||
2015
Q2 | $579K | Hold |
|
|||||
2015
Q1 | $581K | Hold |
|
|||||
2014
Q4 | $578K | Buy |
|
|||||
2014
Q3 | $277K | Hold |
|
|||||
2014
Q2 | $275K | Hold |
|
|||||
2014
Q1 | $263K | Hold |
|
|||||
2013
Q4 | $260K | Hold |
|
|||||
2013
Q3 | $236K | Buy |
|