YHB Investment Advisors’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 | $15.1M | Buy |
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|
2025
Q2 | $12.8M | Sell |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.82M | Buy |
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|
2024
Q1 | $9.22M | Buy |
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|
2023
Q4 | $8.3M | Buy |
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|
2023
Q3 | $7.4M | Buy |
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|
2023
Q2 | $7.65M | Buy |
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|
2023
Q1 | $6.98M | Sell |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $5.97M | Buy |
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|
2022
Q2 | $6.14M | Buy |
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|
2022
Q1 | $7.28M | Buy |
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|
2021
Q4 | $7.4M | Buy |
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|
2021
Q3 | $6.54M | Buy |
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|
2021
Q2 | $6.45M | Sell |
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|
2021
Q1 | $6.33M | Buy |
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|
2020
Q4 | $5.59M | Buy |
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|
2020
Q3 | $4.97M | Buy |
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