Whitener 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 | $752K | Buy |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $738K | Buy |
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|
2020
Q3 | $661K | Sell |
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|
2020
Q2 | $617K | Hold |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | $626K | Hold |
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|
2019
Q3 | $578K | Sell |
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|
2019
Q2 | $585K | Sell |
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|
2019
Q1 | $576K | Hold |
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|
2018
Q4 | $510K | Sell |
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|
2018
Q3 | $594K | Hold |
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|
2018
Q2 | $554K | Hold |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $358K | Buy |
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