Stewardship 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 | $48.2M | Sell |
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|
2025
Q1 | $43.8M | Sell |
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|
2024
Q4 | $61.6M | Sell |
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|
2024
Q3 | $60.8M | Buy |
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|
2024
Q2 | $55.7M | Sell |
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|
2024
Q1 | $55.8M | Buy |
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|
2023
Q4 | $40.2M | Buy |
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|
2023
Q3 | $27.1M | Buy |
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|
2023
Q2 | $22.9M | Buy |
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|
2023
Q1 | $18.8M | Sell |
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|
2022
Q4 | $20.6M | Sell |
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|
2022
Q3 | $21.3M | Sell |
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|
2022
Q2 | $27.9M | Buy |
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|
2022
Q1 | $31.9M | Sell |
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|
2021
Q4 | $41.3M | Sell |
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|
2021
Q3 | $41.9M | Buy |
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|
2021
Q2 | $28.8M | Buy |
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|
2021
Q1 | $26.4M | Buy |
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|
2020
Q4 | $22.5M | Buy |
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|
2020
Q3 | $4.26M | Buy |
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