Smithbridge Asset Management’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 | $1.54M | Sell |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q3 | $3.73M | Sell |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $4.75M | Sell |
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|
2023
Q2 | $4.98M | Sell |
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|
2023
Q1 | $4.6M | Sell |
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|
2022
Q4 | $5M | Sell |
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|
2022
Q3 | $4.75M | Sell |
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|
2022
Q2 | $5.34M | Sell |
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|
2022
Q1 | $6.51M | Sell |
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|
2021
Q4 | $8.12M | Sell |
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|
2021
Q3 | $7.41M | Sell |
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|
2021
Q2 | $9.52M | Buy |
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