SCA
Stuart Chaussee & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
282
| – | – | 0.04% | 46 |
|
|
2025
Q1 | $159K | Hold |
282
| – | – | 0.04% | 42 |
|
|
2024
Q4 | $166K | Hold |
282
| – | – | 0.04% | 38 |
|
|
2024
Q3 | $163K | Hold |
282
| – | – | 0.04% | 35 |
|
|
2024
Q2 | $154K | Buy |
282
+233
| +476% | +$128K | 0.04% | 34 |
|
|
2024
Q1 | $25.8K | Hold |
49
| – | – | 0.01% | 93 |
|
|
2023
Q4 | $23.4K | Buy |
+49
| New | +$23.4K | 0.01% | 87 |
|
|
2020
Q1 | – | Sell |
-64
| Closed | -$21K | – | 95 |
|
|
2019
Q4 | $21K | Buy |
+64
| New | +$21K | 0.01% | 58 |
|
|
2018
Q4 | – | Sell |
-238
| Closed | -$70K | – | 122 |
|
|
2018
Q3 | $70K | Hold |
238
| – | – | 0.04% | 42 |
|
|
2018
Q2 | $65K | Buy |
+238
| New | +$65K | 0.04% | 42 |
|
|
2017
Q1 | – | Sell |
-86,259
| Closed | -$19.4M | – | 80 |
|
|
2016
Q4 | $19.4M | Buy |
+86,259
| New | +$19.4M | 15.03% | 2 |
|