Punch & Associates Investment Management’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 | $17.4K | Hold |
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|
2025
Q1 | $15.7K | Buy |
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|
2024
Q4 | $14.1K | Buy |
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|
2024
Q3 | $13.3K | Hold |
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|
2024
Q2 | $12.6K | Hold |
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|
2024
Q1 | $12.1K | Sell |
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|
2023
Q4 | $130K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $96.8K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $114K | Sell |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $137K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $341K | Buy |
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