Steph & Co’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 | $6.72M | Sell |
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|
2025
Q2 | $6.24M | Buy |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $5.41M | Hold |
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|
2024
Q2 | $5.13M | Hold |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.21M | Sell |
|
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.24M | Sell |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.88M | Buy |
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|
2022
Q1 | $4.51M | Sell |
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|
2021
Q4 | $4.81M | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.34M | Hold |
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|
2021
Q1 | $4.02M | Buy |
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|
2020
Q4 | $3.72M | Sell |
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|
2020
Q3 | $3.34M | Sell |
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|
2020
Q2 | $3.54M | Buy |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $6.57M | Buy |
|