St. Clair Advisors’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 | $134M | Sell |
|
|||||
|
2025
Q2 | $127M | Buy |
|
|||||
|
2025
Q1 | $112M | Buy |
|
|||||
|
2024
Q4 | $112M | Buy |
|
|||||
|
2024
Q3 | $109M | Sell |
|
|||||
|
2024
Q2 | $104M | Sell |
|
|||||
|
2024
Q1 | $100M | Buy |
|
|||||
|
2023
Q4 | $87.7M | Buy |
|
|||||
|
2023
Q3 | $70.7M | Buy |
|
|||||
|
2023
Q2 | $72.8M | Buy |
|
|||||
|
2023
Q1 | $66.5M | Buy |
|
|||||
|
2022
Q4 | $61.1M | Buy |
|
|||||
|
2022
Q3 | $55.9M | Buy |
|
|||||
|
2022
Q2 | $52.1M | Sell |
|
|||||
|
2022
Q1 | $64.7M | Sell |
|
|||||
|
2021
Q4 | $74M | Buy |
|
|||||
|
2021
Q3 | $66.5M | Sell |
|
|||||
|
2021
Q2 | $67.5M | Buy |
|
|||||
|
2021
Q1 | $61M | Buy |
|
|||||
|
2020
Q4 | $54.5M | Buy |
|