Stevens Capital Partners’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 | $20.8M | Buy |
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|
2025
Q2 | $19.8M | Sell |
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|
2025
Q1 | $18.3M | Sell |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $22.4M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $17.4M | Buy |
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|
2023
Q4 | $8.83M | Buy |
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|
2023
Q3 | $6.56M | Buy |
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|
2023
Q2 | $831K | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $678K | Buy |
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