Sterling Investment Advisors (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
509
+6
| +1% | +$3.73K | 0.07% | 152 |
|
|
2025
Q1 | $283K | Buy |
503
+6
| +1% | +$3.37K | 0.07% | 153 |
|
|
2024
Q4 | $293K | Sell |
497
-85
| -15% | -$50K | 0.07% | 132 |
|
|
2024
Q3 | $336K | Buy |
+582
| New | +$336K | 0.09% | 117 |
|
|
2024
Q2 | – | Sell |
-550
| Closed | -$289K | – | 138 |
|
|
2024
Q1 | $289K | Buy |
+550
| New | +$289K | 0.08% | 124 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$38K | – | 299 |
|
|
2022
Q2 | $38K | Buy |
+100
| New | +$38K | 0.01% | 250 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$4K | – | 416 |
|
|
2019
Q3 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 376 |
|