Warwick 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 | $938K | Buy |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $671K | Buy |
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