S.A. Mason’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 | $7.11M | Buy |
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|
2025
Q2 | $6.49M | Buy |
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|
2025
Q1 | $5.74M | Buy |
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|
2024
Q4 | $5.96M | Sell |
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|
2024
Q3 | $5.85M | Sell |
|
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|
2024
Q2 | $5.77M | Buy |
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|
2024
Q1 | $4.73M | Buy |
|
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $4.69M | Hold |
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|
2023
Q1 | $4.69M | Sell |
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|
2022
Q4 | $4.5M | Sell |
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|
2022
Q3 | $4.59M | Sell |
|
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|
2022
Q2 | $4.94M | Buy |
|
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $5.8M | Buy |
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|
2021
Q3 | $5.02M | Buy |
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|
2021
Q2 | $4.91M | Buy |
|
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|
2021
Q1 | $4.46M | Buy |
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|
2020
Q4 | $3.75M | Buy |
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|
2020
Q3 | $3.15M | Buy |
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|
2020
Q2 | $2.75M | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $5.01M | Buy |
|