Loomis, Sayles & Company’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
Sell
2025
Q1
$199K Buy
2024
Q4
$188K Buy
2024
Q3
$63K Buy
2021
Q2
Sell
2021
Q1
$2.19M Hold
2020
Q4
$2.06M Hold
2020
Q3
$1.85M Hold
2020
Q2
$1.7M Hold
2020
Q1
$1.42M Hold
2019
Q4
$1.78M Hold
2019
Q3
$1.64M Hold
2019
Q2
$1.62M Hold
2019
Q1
$1.56M Hold
2018
Q4
$1.38M Buy