Shelter Mutual Insurance’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 | $7.41M | Sell |
|
|||||
|
2025
Q2 | $7.56M | Sell |
|
|||||
|
2025
Q1 | $7M | Hold |
|
|||||
|
2024
Q4 | $7.33M | Hold |
|
|||||
|
2024
Q3 | $7.46M | Sell |
|
|||||
|
2024
Q2 | $7.52M | Hold |
|
|||||
|
2024
Q1 | $7.23M | Hold |
|
|||||
|
2023
Q4 | $6.57M | Hold |
|
|||||
|
2023
Q3 | $5.9M | Sell |
|
|||||
|
2023
Q2 | $6.82M | Buy |
|
|||||
|
2023
Q1 | $288K | Hold |
|
|||||
|
2022
Q4 | $269K | Hold |
|
|||||
|
2022
Q3 | $251K | Hold |
|
|||||
|
2022
Q2 | $265K | Hold |
|
|||||
|
2022
Q1 | $318K | Hold |
|
|||||
|
2021
Q4 | $334K | Hold |
|
|||||
|
2021
Q3 | $302K | Hold |
|
|||||
|
2021
Q2 | $301K | Buy |
|