Nichols & Pratt Advisers’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 | $234K | Hold |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $247K | Hold |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $201K | Buy |
|