Richmond Brothers’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 | $358K | Sell |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $476K | Hold |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $571K | Buy |
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