SevenBridge Financial Group’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
Q2 | $384K | Sell |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $902K | Buy |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $799K | Buy |
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|
2019
Q2 | $583K | Buy |
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