Stuart Chaussee & Associates’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 | $175K | Hold |
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|
2025
Q1 | $159K | Hold |
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|
2024
Q4 | $166K | Hold |
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|
2024
Q3 | $163K | Hold |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $25.8K | Hold |
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|
2023
Q4 | $23.4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $70K | Hold |
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|
2018
Q2 | $65K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19.4M | Buy |
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