Taurus Asset Management’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
Q1 | $271K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $486K | Hold |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $584K | Hold |
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|
2020
Q3 | $523K | Buy |
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