Stonehearth Capital Management’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 | $339K | Hold |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $233K | Hold |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $205K | Sell |
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|
2018
Q4 | $210K | Buy |
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