Martin & Co’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 | $756K | Hold |
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|
2025
Q1 | $684K | Hold |
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|
2024
Q4 | $716K | Hold |
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|
2024
Q3 | $702K | Hold |
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $523K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $202K | Sell |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $255K | Sell |
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|
2013
Q3 | $245K | Hold |
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|
2013
Q2 | $233K | Buy |
|