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