AlphaCore Capital’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
$17M Buy
2025
Q1
$7.96M Buy
2024
Q1
Sell
2023
Q4
$1.54M Buy
2023
Q3
$1.34M Sell
2023
Q2
$1.39M Sell
2023
Q1
$1.29M Sell
2022
Q4
$1.25M Hold
2022
Q3
$1.17M Hold
2022
Q2
$1.24M Sell
2022
Q1
$2.01M Sell
2021
Q4
$2.16M Sell
2021
Q3
$1.96M Buy
2021
Q2
$143K Hold
2021
Q1
$132K Hold
2020
Q4
$125K Hold
2020
Q3
$112K Sell
2020
Q2
$185K Sell
2020
Q1
$10.6M Sell
2019
Q4
$33.8M Buy