Mitchell Sinkler & Starr’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 | $426K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $839K | Hold |
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|
2019
Q1 | $810K | Buy |
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|
2018
Q4 | $453K | Hold |
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|
2018
Q3 | $527K | Hold |
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|
2018
Q2 | $491K | Buy |
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