Satovsky Asset Management’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 | $99.9M | Sell |
|
|||||
|
2025
Q1 | $92.3M | Sell |
|
|||||
|
2024
Q4 | $99.7M | Sell |
|
|||||
|
2024
Q3 | $99.2M | Sell |
|
|||||
|
2024
Q2 | $94.7M | Sell |
|
|||||
|
2024
Q1 | $93M | Sell |
|
|||||
|
2023
Q4 | $85.8M | Sell |
|
|||||
|
2023
Q3 | $79.5M | Sell |
|
|||||
|
2023
Q2 | $83.4M | Sell |
|
|||||
|
2023
Q1 | $78.7M | Sell |
|
|||||
|
2022
Q4 | $73.7M | Sell |
|
|||||
|
2022
Q3 | $69.8M | Sell |
|
|||||
|
2022
Q2 | $77.3M | Sell |
|
|||||
|
2022
Q1 | $95.1M | Sell |
|
|||||
|
2021
Q4 | $101M | Sell |
|
|||||
|
2021
Q3 | $93M | Buy |
|
|||||
|
2021
Q2 | $90.4M | Buy |
|
|||||
|
2021
Q1 | $79.9M | Buy |
|
|||||
|
2020
Q4 | $73.2M | Buy |
|