Violich Capital 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
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $679K | Buy |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $558K | Hold |
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $795K | Hold |
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|
2021
Q4 | $836K | Buy |
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|
2021
Q3 | $646K | Sell |
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|
2021
Q2 | $860K | Hold |
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|
2021
Q1 | $796K | Buy |
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|
2020
Q4 | $668K | Hold |
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|
2020
Q3 | $598K | Buy |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.36M | Hold |
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|
2019
Q1 | $1.32M | Hold |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.51M | Hold |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.9M | Buy |
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|
2017
Q3 | $1.76M | Sell |
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|
2017
Q2 | $1.76M | Hold |
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|
2017
Q1 | $1.71M | Hold |
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|
2016
Q4 | $1.68M | Buy |
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|
2016
Q3 | $395K | Hold |
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|
2016
Q2 | $382K | Sell |
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|
2016
Q1 | $427K | Sell |
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|
2015
Q4 | $431K | Hold |
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|
2015
Q3 | $406K | Hold |
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|
2015
Q2 | $436K | Sell |
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|
2015
Q1 | $458K | Hold |
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|
2014
Q4 | $456K | Buy |
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|
2014
Q3 | $398K | Buy |
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|
2014
Q2 | $389K | Buy |
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|
2014
Q1 | $306K | Sell |
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|
2013
Q4 | $309K | Buy |
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|
2013
Q3 | $257K | Hold |
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|
2013
Q2 | $245K | Buy |
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