Laurie J. Hall Trustee’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 | $530K | Sell |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $944K | Buy |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $643K | Hold |
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|
2023
Q3 | $578K | Hold |
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|
2023
Q2 | $600K | Hold |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $692K | Hold |
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|
2021
Q4 | $728K | Sell |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $621K | Sell |
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|
2020
Q4 | $598K | Sell |
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|
2020
Q3 | $536K | Buy |
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|
2019
Q4 | $603K | Buy |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $446K | Hold |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $635K | Hold |
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|
2018
Q2 | $116K | Hold |
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|
2018
Q1 | $575K | Sell |
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|
2017
Q4 | $716K | Buy |
|