Sentinel Pension 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 | $2.36M | Buy |
|
|||||
|
2025
Q2 | $2.19M | Buy |
|
|||||
|
2025
Q1 | $1.95M | Buy |
|
|||||
|
2024
Q4 | $2.04M | Sell |
|
|||||
|
2024
Q3 | $2.05M | Buy |
|
|||||
|
2024
Q2 | $1.94M | Sell |
|
|||||
|
2024
Q1 | $1.87M | Buy |
|
|||||
|
2023
Q4 | $1.7M | Buy |
|
|||||
|
2023
Q3 | $1.52M | Buy |
|
|||||
|
2023
Q2 | $1.46M | Buy |
|
|||||
|
2023
Q1 | $1.33M | Buy |
|
|||||
|
2022
Q4 | $239K | Sell |
|
|||||
|
2022
Q3 | $244K | Buy |
|
|||||
|
2022
Q2 | $226K | Sell |
|
|||||
|
2022
Q1 | $1.45M | Sell |
|
|||||
|
2021
Q4 | $1.54M | Sell |
|
|||||
|
2021
Q3 | $1.5M | Sell |
|
|||||
|
2021
Q2 | $1.58M | Sell |
|
|||||
|
2021
Q1 | $1.05M | Buy |
|
|||||
|
2020
Q4 | $1.42M | Sell |
|
|||||
|
2020
Q3 | $1.35M | Sell |
|
|||||
|
2020
Q2 | $1.29M | Sell |
|
|||||
|
2020
Q1 | $1.14M | Buy |
|
|||||
|
2019
Q4 | $1.37M | Buy |
|