Tevis Investment 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
Q2 | $239K | Sell |
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|
2025
Q1 | $364K | Hold |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $520K | Buy |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $184K | Sell |
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|
2021
Q4 | $253K | Buy |
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