STALEY CAPITAL ADVISERS’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 | $906K | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $820K | Hold |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $787K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $840K | Buy |
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|
2023
Q2 | $637K | Hold |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Buy |
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