Murphy Middleton Hinkle & Parker’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
Q4 | – | Sell |
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|
2025
Q3 | $2.66M | Buy |
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|
2025
Q2 | $2.23M | Hold |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.17M | Hold |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $967K | Sell |
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|
2017
Q4 | $1.01M | Buy |
|