Seneca House 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
Q3 | $768K | Buy |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $419K | Hold |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $338K | Buy |
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|
2018
Q3 | $346K | Buy |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | $235K | Buy |
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