Oak Harvest Investment Services’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
Q3 | $1.6M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $378K | Buy |
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