AIM
Acropolis Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
27,665
-313
| -1% | -$194K | 0.94% | 17 |
|
|
2025
Q1 | $15.7M | Sell |
27,978
-1,016
| -4% | -$571K | 0.93% | 18 |
|
|
2024
Q4 | $17.1M | Sell |
28,994
-567
| -2% | -$334K | 1.01% | 17 |
|
|
2024
Q3 | $17.1M | Sell |
29,561
-43
| -0.1% | -$24.8K | 1.01% | 17 |
|
|
2024
Q2 | $16.2M | Sell |
29,604
-135
| -0.5% | -$73.9K | 1.02% | 18 |
|
|
2024
Q1 | $15.6M | Sell |
29,739
-1,215
| -4% | -$639K | 1.02% | 17 |
|
|
2023
Q4 | $14.8M | Sell |
30,954
-156
| -0.5% | -$74.5K | 1.03% | 18 |
|
|
2023
Q3 | $13.4M | Sell |
31,110
-484
| -2% | -$208K | 1.03% | 17 |
|
|
2023
Q2 | $14.1M | Sell |
31,594
-731
| -2% | -$326K | 1.1% | 17 |
|
|
2023
Q1 | $13.3M | Sell |
32,325
-734
| -2% | -$302K | 1.09% | 16 |
|
|
2022
Q4 | $12.7M | Sell |
33,059
-730
| -2% | -$280K | 1.14% | 14 |
|
|
2022
Q3 | $12.1M | Sell |
33,789
-263
| -0.8% | -$94.3K | 1.24% | 13 |
|
|
2022
Q2 | $12.9M | Buy |
34,052
+1,843
| +6% | +$699K | 1.27% | 15 |
|
|
2022
Q1 | $14.6M | Sell |
32,209
-217
| -0.7% | -$98.5K | 1.33% | 13 |
|
|
2021
Q4 | $15.5M | Sell |
32,426
-142
| -0.4% | -$67.7K | 1.39% | 11 |
|
|
2021
Q3 | $11.3M | Sell |
32,568
-649
| -2% | -$225K | 1.34% | 11 |
|
|
2021
Q2 | $14.3M | Sell |
33,217
-1,115
| -3% | -$479K | 1.39% | 11 |
|
|
2021
Q1 | $13.7M | Sell |
34,332
-254
| -0.7% | -$101K | 1.4% | 11 |
|
|
2020
Q4 | $13M | Sell |
34,586
-506
| -1% | -$190K | 1.43% | 10 |
|
|
2020
Q3 | $11.8M | Buy |
35,092
+16
| +0% | +$5.38K | 1.46% | 10 |
|
|
2020
Q2 | $10.9M | Sell |
35,076
-233
| -0.7% | -$72.2K | 1.43% | 11 |
|
|
2020
Q1 | $9.12M | Sell |
35,309
-1,290
| -4% | -$333K | 1.43% | 11 |
|
|
2019
Q4 | $11.8M | Sell |
36,599
-1,223
| -3% | -$395K | 1.64% | 10 |
|
|
2019
Q3 | $11.3M | Buy |
37,822
+423
| +1% | +$126K | 1.63% | 10 |
|
|
2019
Q2 | $11M | Buy |
37,399
+14
| +0% | +$4.13K | 1.68% | 10 |
|
|
2019
Q1 | $10.6M | Sell |
37,385
-629
| -2% | -$179K | 1.68% | 10 |
|
|
2018
Q4 | $9.46M | Sell |
38,014
-835
| -2% | -$208K | 1.65% | 10 |
|
|
2018
Q3 | $11.4M | Sell |
38,849
-1,225
| -3% | -$359K | 1.83% | 9 |
|
|
2018
Q2 | $10.9M | Sell |
40,074
-200
| -0.5% | -$54.6K | 1.8% | 9 |
|
|
2018
Q1 | $10.7M | Sell |
40,274
-13,871
| -26% | -$3.68M | 1.74% | 9 |
|
|
2017
Q4 | $14.6M | Sell |
54,145
-1,195
| -2% | -$321K | 2.23% | 9 |
|
|
2017
Q3 | $14M | Sell |
55,340
-4,575
| -8% | -$1.16M | 2.29% | 9 |
|
|
2017
Q2 | $14.6M | Sell |
59,915
-273
| -0.5% | -$66.5K | 2.47% | 9 |
|
|
2017
Q1 | $14.3M | Sell |
60,188
-861
| -1% | -$204K | 2.5% | 9 |
|
|
2016
Q4 | $13.7M | Sell |
61,049
-676
| -1% | -$152K | 2.54% | 9 |
|
|
2016
Q3 | $13.4M | Sell |
61,725
-1,056
| -2% | -$230K | 2.48% | 9 |
|
|
2016
Q2 | $13.2M | Sell |
62,781
-2,524
| -4% | -$531K | 2.5% | 10 |
|
|
2016
Q1 | $13.5M | Sell |
65,305
-1,046
| -2% | -$216K | 2.59% | 11 |
|
|
2015
Q4 | $13.6M | Sell |
66,351
-1,995
| -3% | -$409K | 2.7% | 11 |
|
|
2015
Q3 | $13.2M | Sell |
68,346
-2,015
| -3% | -$388K | 2.72% | 13 |
|
|
2015
Q2 | $14.6M | Sell |
70,361
-7,158
| -9% | -$1.48M | 2.85% | 13 |
|
|
2015
Q1 | $16.1M | Sell |
77,519
-638
| -0.8% | -$133K | 3.01% | 11 |
|
|
2014
Q4 | $16.2M | Sell |
78,157
-1,246
| -2% | -$258K | 3.14% | 11 |
|
|
2014
Q3 | $15.7M | Sell |
79,403
-197
| -0.2% | -$39.1K | 3.14% | 11 |
|
|
2014
Q2 | $15.7M | Sell |
79,600
-11,416
| -13% | -$2.25M | 3.17% | 11 |
|
|
2014
Q1 | $17.1M | Buy |
91,016
+6,432
| +8% | +$1.21M | 3.5% | 9 |
|
|
2013
Q4 | $15.7M | Sell |
84,584
-15,312
| -15% | -$2.84M | 3.4% | 10 |
|
|
2013
Q3 | $16.9M | Sell |
99,896
-10,262
| -9% | -$1.73M | 3.53% | 10 |
|
|
2013
Q2 | $17.7M | Buy |
+110,158
| New | +$17.7M | 3.84% | 9 |
|