Regency Capital 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
Q3 | $927K | Hold |
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|
2025
Q2 | $860K | Hold |
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|
2025
Q1 | $778K | Hold |
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|
2024
Q4 | $815K | Hold |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $761K | Hold |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $739K | Hold |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $5.96M | Buy |
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|
2022
Q3 | $660K | Sell |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $990K | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $2.11M | Buy |
|