Advance 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 | $1.94M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $549K | Buy |
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