Matthew Hamilton Rosenberg’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 | $274K | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $539K | Hold |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $686K | Sell |
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|
2022
Q1 | $845K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $136K | Hold |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $476K | Buy |
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