Adaptive Financial Consulting’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 | $26.9M | Sell |
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|
2025
Q1 | $24.4M | Sell |
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|
2024
Q4 | $26.3M | Sell |
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|
2024
Q3 | $25.8M | Buy |
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|
2024
Q2 | $24.5M | Buy |
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|
2024
Q1 | $23.3M | Buy |
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|
2023
Q4 | $20.8M | Sell |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $743K | Buy |
|