Searle & 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 | $2.19M | Hold |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.79M | Hold |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $887K | Hold |
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|
2023
Q3 | $798K | Hold |
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|
2023
Q2 | $855K | Hold |
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|
2023
Q1 | $776K | Hold |
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|
2022
Q4 | $714K | Hold |
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|
2022
Q3 | $666K | Hold |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $372K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $331K | Hold |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $255K | Hold |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $214K | Hold |
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|
2016
Q3 | $205K | Hold |
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|
2016
Q2 | $200K | Buy |
|