Old Port Advisors’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 | $5.14M | Sell |
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|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $8.84M | Buy |
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|
2024
Q4 | $9.16M | Buy |
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|
2024
Q3 | $8.67M | Buy |
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|
2024
Q2 | $7.65M | Buy |
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|
2024
Q1 | $6.82M | Buy |
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|
2023
Q4 | $5.31M | Buy |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $915K | Buy |
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|
2021
Q4 | $423K | Buy |
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