Shearwater Capital’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 | $948K | Hold |
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|
2025
Q2 | $879K | Sell |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $849K | Hold |
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|
2024
Q3 | $832K | Hold |
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|
2024
Q2 | $789K | Hold |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $650K | Hold |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $561K | Hold |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $662K | Hold |
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|
2021
Q4 | $696K | Buy |
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