West Oak Capital’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 | $8.01K | Buy |
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|
2025
Q2 | $6.71K | Hold |
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|
2025
Q1 | $6.07K | Hold |
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|
2024
Q4 | $6.36M | Hold |
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|
2024
Q3 | $6.24K | Buy |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $193K | Sell |
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|
2020
Q2 | $209K | Buy |
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