Sonora Investment Management Group’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 | $2.26M | Sell |
|
|||||
|
2025
Q2 | $2.37M | Sell |
|
|||||
|
2025
Q1 | $2.53M | Sell |
|
|||||
|
2024
Q4 | $2.81M | Sell |
|
|||||
|
2024
Q3 | $2.8M | Buy |
|
|||||
|
2024
Q2 | $2.39M | Hold |
|
|||||
|
2024
Q1 | $2.39M | Buy |
|
|||||
|
2023
Q4 | $1.55M | Buy |
|
|||||
|
2023
Q3 | $1.21M | Buy |
|
|||||
|
2023
Q2 | $1.15M | Sell |
|
|||||
|
2023
Q1 | $1.11M | Sell |
|
|||||
|
2022
Q4 | $1.06M | Sell |
|
|||||
|
2022
Q3 | $1.08M | Hold |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | $659K | Sell |
|
|||||
|
2021
Q4 | $706K | Buy |
|