Tarbox Family Office’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 | $234M | Buy |
|
|||||
|
2025
Q1 | $209M | Sell |
|
|||||
|
2024
Q4 | $221M | Sell |
|
|||||
|
2024
Q3 | $219M | Sell |
|
|||||
|
2024
Q2 | $208M | Sell |
|
|||||
|
2024
Q1 | $203M | Buy |
|
|||||
|
2023
Q4 | $179M | Buy |
|
|||||
|
2023
Q3 | $161M | Sell |
|
|||||
|
2023
Q2 | $172M | Sell |
|
|||||
|
2023
Q1 | $159M | Buy |
|
|||||
|
2022
Q4 | $142M | Buy |
|
|||||
|
2022
Q3 | $137M | Sell |
|
|||||
|
2022
Q2 | $138M | Buy |
|
|||||
|
2022
Q1 | $160M | Sell |
|
|||||
|
2021
Q4 | $174M | Buy |
|
|||||
|
2021
Q3 | $154M | Buy |
|
|||||
|
2021
Q2 | $153M | Buy |
|
|||||
|
2021
Q1 | $141M | Buy |
|
|||||
|
2020
Q4 | $132M | Buy |
|
|||||
|
2020
Q3 | $118M | Sell |
|
|||||
|
2020
Q2 | $110M | Buy |
|
|||||
|
2020
Q1 | $90.2M | Buy |
|
|||||
|
2019
Q4 | $107M | Sell |
|
|||||
|
2019
Q3 | $99.6M | Buy |
|
|||||
|
2019
Q2 | $95.4M | Buy |
|
|||||
|
2019
Q1 | $88.9M | Sell |
|
|||||
|
2018
Q4 | $78.9M | Buy |
|
|||||
|
2018
Q3 | $90.1M | Buy |
|
|||||
|
2018
Q2 | $80.5M | Sell |
|
|||||
|
2018
Q1 | $79.5M | Buy |
|
|||||
|
2017
Q4 | $75.7M | Buy |
|
|||||
|
2017
Q3 | $70.9M | Buy |
|
|||||
|
2017
Q2 | $63.1M | Buy |
|
|||||
|
2017
Q1 | $57.7M | Buy |
|
|||||
|
2016
Q4 | $52.9M | Buy |
|
|||||
|
2016
Q3 | $35.7M | Buy |
|
|||||
|
2016
Q2 | $20.7M | Buy |
|
|||||
|
2016
Q1 | $18M | Buy |
|
|||||
|
2015
Q4 | $17.1M | Buy |
|
|||||
|
2015
Q3 | $13.7M | Buy |
|
|||||
|
2015
Q2 | $13.8M | Buy |
|
|||||
|
2015
Q1 | $12M | Buy |
|
|||||
|
2014
Q4 | $9.64M | Buy |
|
|||||
|
2014
Q3 | $7.49M | Buy |
|
|||||
|
2014
Q2 | $7.06M | Sell |
|
|||||
|
2014
Q1 | $6.81M | Buy |
|
|||||
|
2013
Q4 | $6.32M | Buy |
|