Patten Group’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 | $6.88M | Sell |
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|
2025
Q1 | $6.41M | Sell |
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|
2024
Q4 | $7.95M | Buy |
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|
2024
Q3 | $7.71M | Buy |
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|
2024
Q2 | $7.3M | Sell |
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|
2024
Q1 | $7.1M | Buy |
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|
2023
Q4 | $6.42M | Buy |
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|
2023
Q3 | $5.22M | Buy |
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|
2023
Q2 | $5.28M | Sell |
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|
2023
Q1 | $5.32M | Buy |
|
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|
2022
Q4 | $4.78M | Sell |
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|
2022
Q3 | $4.64M | Sell |
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|
2022
Q2 | $5.7M | Buy |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $6.65M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.29M | Sell |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.17M | Hold |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.22M | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $794K | Sell |
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|
2017
Q4 | $900K | Hold |
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|
2017
Q3 | $847K | Hold |
|
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|
2017
Q2 | $834K | Buy |
|
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|
2017
Q1 | $740K | Buy |
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|
2016
Q4 | $698K | Buy |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $634K | Sell |
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|
2016
Q1 | $620K | Hold |
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|
2015
Q4 | $615K | Buy |
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|
2015
Q3 | $589K | Hold |
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|
2015
Q2 | $633K | Buy |
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|
2015
Q1 | $597K | Hold |
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|
2014
Q4 | $595K | Buy |
|