Allen Capital 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 | $6.44M | Buy |
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|
2025
Q1 | $5.83M | Buy |
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|
2024
Q4 | $5M | Sell |
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|
2024
Q3 | $4.9M | Sell |
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|
2024
Q2 | $4.73M | Buy |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $3.1M | Sell |
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|
2022
Q2 | $3.32M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.52M | Sell |
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|
2020
Q1 | $2.58M | Sell |
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|
2019
Q4 | $3.23M | Buy |
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|
2019
Q3 | $2.92M | Sell |
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|
2019
Q2 | $3.03M | Buy |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $931K | Buy |
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|
2018
Q2 | $828K | Sell |
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|
2018
Q1 | $830K | Hold |
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|
2017
Q4 | $840K | Buy |
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