Shufro Rose & Co’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 | $56.3M | Sell |
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|
2025
Q1 | $57.8M | Buy |
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|
2024
Q4 | $37.7M | Buy |
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|
2024
Q3 | $18.5M | Hold |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $209K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Buy |
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