American Investment Services’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 | $649K | Sell |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $936K | Sell |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $817K | Hold |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $814K | Sell |
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|
2022
Q1 | $994K | Hold |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $836K | Hold |
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|
2020
Q3 | $748K | Hold |
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|
2020
Q2 | $690K | Buy |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $568K | Sell |
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|
2019
Q3 | $566K | Hold |
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|
2019
Q2 | $559K | Hold |
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|
2019
Q1 | $540K | Hold |
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|
2018
Q4 | $477K | Buy |
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|
2018
Q3 | $395K | Sell |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $436K | Buy |
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|
2017
Q4 | $365K | Buy |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $320K | Hold |
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|
2016
Q4 | $303K | Sell |
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $218K | Buy |
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