Steel Grove Capital 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
Q2 | $17.2M | Sell |
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|
2025
Q1 | $15.6M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $14.8M | Sell |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $13M | Sell |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $3.48M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $3.6M | Sell |
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|
2021
Q2 | $5.67M | Buy |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $964K | Sell |
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|
2019
Q3 | $1.12M | Hold |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $6.81M | Buy |
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|
2018
Q3 | $2.85M | Buy |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.67M | Buy |
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|
2017
Q4 | $2.44M | Sell |
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|
2017
Q3 | $2.55M | Sell |
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|
2017
Q2 | $2.47M | Buy |
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|
2017
Q1 | $1.6M | Hold |
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|
2016
Q4 | $1.52M | Hold |
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|
2016
Q3 | $1.47M | Buy |
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|
2016
Q2 | $225K | Hold |
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|
2016
Q1 | $220K | Hold |
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|
2015
Q4 | $219K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Hold |
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|
2015
Q1 | $209K | Buy |
|