Stokes Family Office’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 | $4.99M | Sell |
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|
2025
Q1 | $4.54M | Buy |
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|
2024
Q4 | $4.75M | Buy |
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|
2024
Q3 | $4.61M | Sell |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | $4.25M | Sell |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $4.81M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.3M | Buy |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.24M | Buy |
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