Rather & Kittrell’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 | $1.27M | Buy |
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|
2025
Q2 | $1.1M | Buy |
|
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|
2025
Q1 | $988K | Sell |
|
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|
2024
Q4 | $1.04M | Sell |
|
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|
2024
Q3 | $1.16M | Hold |
|
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.06M | Sell |
|
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|
2023
Q4 | $962K | Buy |
|
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|
2023
Q3 | $864K | Buy |
|
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|
2023
Q2 | $772K | Hold |
|
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|
2023
Q1 | $712K | Hold |
|
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|
2022
Q4 | $665K | Hold |
|
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|
2022
Q3 | $620K | Hold |
|
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|
2022
Q2 | $656K | Hold |
|
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|
2022
Q1 | $785K | Hold |
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|
2021
Q4 | $825K | Buy |
|