Shelter Insurance Retirement Plan’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 | $53.6M | Hold |
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|
2025
Q2 | $49.7M | Hold |
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|
2025
Q1 | $45M | Hold |
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|
2024
Q4 | $47.1M | Hold |
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|
2024
Q3 | $47.9M | Hold |
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|
2024
Q2 | $43.8M | Hold |
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|
2024
Q1 | $42.1M | Sell |
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|
2023
Q4 | $61M | Sell |
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|
2023
Q3 | $60.6M | Hold |
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|
2023
Q2 | $62.9M | Sell |
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|
2023
Q1 | $64.7M | Sell |
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|
2022
Q4 | $66.4M | Sell |
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|
2022
Q3 | $84.5M | Hold |
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|
2022
Q2 | $89.3M | Hold |
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|
2022
Q1 | $107M | Hold |
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|
2021
Q4 | $112M | Hold |
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|
2021
Q3 | $101M | Buy |
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|
2021
Q2 | $101M | Buy |
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