Summitry LLC’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 | $1.18M | Buy |
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|
2025
Q1 | $834K | Sell |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $810K | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $633K | Hold |
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $239K | Hold |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $207K | Buy |
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