Sage Mountain Advisors’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 | $5.74M | Buy |
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|
2025
Q1 | $4.58M | Buy |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $887K | Sell |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $843K | Sell |
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|
2021
Q4 | $998K | Sell |
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|
2021
Q3 | $943K | Hold |
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|
2021
Q2 | $941K | Buy |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $505K | Buy |
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