Marshall & Sullivan’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 | – | Sell |
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|
2025
Q2 | $20.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.29M | Hold |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $1.68M | Hold |
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|
2020
Q2 | $1.55M | Hold |
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|
2020
Q1 | $1.29M | Hold |
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|
2019
Q4 | $1.62M | Hold |
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|
2019
Q3 | $1.49M | Hold |
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|
2019
Q2 | $1.47M | Hold |
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|
2019
Q1 | $1.42M | Hold |
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|
2018
Q4 | $1.26M | Hold |
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|
2018
Q3 | $1.46M | Hold |
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|
2018
Q2 | $1.37M | Hold |
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|
2018
Q1 | $1.33M | Hold |
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|
2017
Q4 | $1.34M | Hold |
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|
2017
Q3 | $1.29M | Hold |
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|
2017
Q2 | $1.22M | Hold |
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|
2017
Q1 | $1.21M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $845K | Hold |
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|
2013
Q2 | $804K | Buy |
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