Stonegate Investment Group’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 | $74.6M | Buy |
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|
2025
Q1 | $67M | Buy |
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|
2024
Q4 | $70.2M | Buy |
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|
2024
Q3 | $64.9M | Buy |
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|
2024
Q2 | $60.8M | Buy |
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|
2024
Q1 | $52M | Buy |
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|
2023
Q4 | $46M | Buy |
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|
2023
Q3 | $41M | Buy |
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|
2023
Q2 | $38.3M | Buy |
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|
2023
Q1 | $32.6M | Buy |
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|
2022
Q4 | $26.8M | Buy |
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|
2022
Q3 | $14.1M | Hold |
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|
2022
Q2 | $14.9M | Buy |
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