Abacus Planning Group’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 | $8.5M | Buy |
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|
2025
Q1 | $7.67M | Buy |
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|
2024
Q4 | $8.02M | Buy |
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|
2024
Q3 | $7.86M | Buy |
|
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|
2024
Q2 | $7.44M | Sell |
|
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|
2024
Q1 | $7.18M | Sell |
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|
2023
Q4 | $6.6M | Buy |
|
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|
2023
Q3 | $5.93M | Hold |
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|
2023
Q2 | $6.15M | Buy |
|
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|
2023
Q1 | $5.66M | Sell |
|
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|
2022
Q4 | $5.33M | Buy |
|
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|
2022
Q3 | $4.76M | Sell |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $6.09M | Sell |
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|
2021
Q4 | $6.41M | Sell |
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|
2021
Q3 | $5.82M | Buy |
|
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|
2021
Q2 | $5.8M | Sell |
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|
2021
Q1 | $5.43M | Buy |
|
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|
2020
Q4 | $5.12M | Sell |
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|
2020
Q3 | $4.6M | Sell |
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|
2020
Q2 | $4.73M | Sell |
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|
2020
Q1 | $4.2M | Buy |
|
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|
2019
Q4 | $3.75M | Sell |
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|
2019
Q3 | $3.6M | Buy |
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|
2019
Q2 | $3.54M | Sell |
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|
2019
Q1 | $3.49M | Buy |
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|
2018
Q4 | $2.91M | Buy |
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|
2018
Q3 | $335K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $304K | Buy |
|