SC&H Financial Advisors’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 | $11.8M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $9.93M | Sell |
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|
2023
Q4 | $9.31M | Sell |
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|
2023
Q3 | $8.39M | Sell |
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|
2023
Q2 | $8.85M | Buy |
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|
2023
Q1 | $7.65M | Buy |
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|
2022
Q4 | $6.84M | Hold |
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|
2022
Q3 | $6.38M | Sell |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $7.76M | Sell |
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|
2021
Q4 | $8.44M | Buy |
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