Oxbow 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
Q4 | $220K | Sell |
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2025
Q3 | $282K | Sell |
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|
2025
Q2 | $265K | Sell |
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2025
Q1 | $242K | Sell |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $240K | Buy |
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