Schechter Investment 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
Q1 | $3.35M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.27M | Buy |
|