Okabena 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
Q2 | $30.8M | Buy |
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|
2025
Q1 | $8.2M | Buy |
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|
2024
Q4 | $8.22M | Buy |
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|
2024
Q3 | $8M | Buy |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $6.27M | Hold |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $990K | Hold |
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|
2022
Q4 | $926K | Sell |
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|
2022
Q3 | $4.33M | Buy |
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|
2022
Q2 | $4.23M | Sell |
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|
2022
Q1 | $5.48M | Hold |
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|
2021
Q4 | $5.76M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $26K | Buy |
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