Sutton Place Investors’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 | $460K | Sell |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $243K | Buy |
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