Probity 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
Q2 | $337K | Sell |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Buy |
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