Schulhoff & Co’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 | $336K | Hold |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $296K | Hold |
|
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|
2024
Q3 | $290K | Hold |
|
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|
2024
Q2 | $275K | Hold |
|
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Hold |
|
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $216K | Hold |
|
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|
2021
Q2 | $215K | Buy |
|