Regatta Capital 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
Q3 | $781K | Buy |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $589K | Buy |
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