Samalin Investment Counsel’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 | $1.75M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $440K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $19K | Buy |
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