Sara-Bay Financial’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 | $1.11M | Buy |
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|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $566K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $553K | Buy |
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