AM Investment Strategies’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 | $567K | Hold |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $498K | Hold |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $250K | Buy |
|