Sanders Morris Harris’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 | $2.76M | Buy |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $866K | Buy |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $1.95M | Hold |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $2.16M | Sell |
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|
2021
Q1 | $18.6M | Sell |
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|
2020
Q4 | $17.4M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Buy |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $318K | Sell |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | $200K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.65M | Buy |
|