Relyea Zuckerberg Hanson’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 | $2.23M | Sell |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $993K | Hold |
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|
2024
Q2 | $942K | Buy |
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|
2024
Q1 | $861K | Sell |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.66M | Buy |
|