SIA
SkyView Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.4M | Buy |
79,982
+465
| +0.6% | +$287K | 7.08% | 2 |
|
|
2025
Q1 | $44.7M | Sell |
79,517
-684
| -0.9% | -$384K | 6.72% | 3 |
|
|
2024
Q4 | $47.2M | Buy |
80,201
+386
| +0.5% | +$227K | 7.53% | 2 |
|
|
2024
Q3 | $46M | Buy |
79,815
+840
| +1% | +$485K | 7.65% | 2 |
|
|
2024
Q2 | $43.2M | Buy |
78,975
+1,176
| +2% | +$644K | 7.71% | 2 |
|
|
2024
Q1 | $40.9M | Buy |
77,799
+6,847
| +10% | +$3.6M | 7.57% | 2 |
|
|
2023
Q4 | $33.8M | Buy |
70,952
+70,117
| +8,397% | +$33.4M | 8.46% | 3 |
|
|
2023
Q3 | $359K | Buy |
835
+309
| +59% | +$133K | 0.15% | 197 |
|
|
2023
Q2 | $234K | Hold |
526
| – | – | 0.06% | 348 |
|
|
2023
Q1 | $216K | Buy |
+526
| New | +$216K | 0.05% | 345 |
|
|
2022
Q1 | – | Sell |
-792
| Closed | -$378K | – | 606 |
|
|
2021
Q4 | $378K | Hold |
792
| – | – | 0.09% | 276 |
|
|
2021
Q3 | $341K | Buy |
+792
| New | +$341K | 0.1% | 244 |
|
|
2021
Q1 | – | Sell |
-2,519
| Closed | -$946K | – | 312 |
|
|
2020
Q4 | $946K | Buy |
+2,519
| New | +$946K | 0.45% | 60 |
|