Analyst IMS Investment Management 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
Q3 | $242M | Hold |
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|
2025
Q2 | $224M | Hold |
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|
2025
Q1 | $203M | Sell |
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|
2024
Q4 | $217M | Hold |
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|
2024
Q3 | $213M | Sell |
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|
2024
Q2 | $222M | Hold |
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|
2024
Q1 | $213M | Buy |
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|
2023
Q4 | $191M | Buy |
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|
2023
Q3 | $164M | Buy |
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|
2023
Q2 | $144M | Buy |
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|
2023
Q1 | $123M | Buy |
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|
2022
Q4 | $95.7M | Buy |
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|
2022
Q3 | $63.3M | Sell |
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|
2022
Q2 | $66M | Buy |
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|
2022
Q1 | $64.7M | Buy |
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|
2021
Q4 | $56.9M | Buy |
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|
2021
Q3 | $50.6M | Sell |
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|
2021
Q2 | $50.7M | Buy |
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|
2021
Q1 | $46M | Buy |
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|
2020
Q4 | $42.5M | Buy |
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|
2020
Q3 | $32.3M | Buy |
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|
2020
Q2 | $28.2M | Buy |
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|
2020
Q1 | $20.9M | Buy |
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|
2019
Q4 | $25.6M | Hold |
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|
2019
Q3 | $23.7M | Buy |
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|
2019
Q2 | $17.7M | Buy |
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|
2019
Q1 | $16M | Buy |
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|
2018
Q4 | $13.6K | Buy |
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|
2018
Q3 | $14.4K | Buy |
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|
2018
Q2 | $13.4M | Buy |
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|
2018
Q1 | $12.9M | Hold |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $12.1M | Hold |
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|
2017
Q2 | $11.7M | Sell |
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|
2017
Q1 | $12.3M | Sell |
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|
2016
Q4 | $14.5M | Buy |
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|
2016
Q3 | $13.9M | Buy |
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|
2016
Q2 | $13.3M | Sell |
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|
2016
Q1 | $13.2M | Sell |
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|
2015
Q4 | $13.6M | Sell |
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|
2015
Q3 | $13.5M | Sell |
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|
2015
Q2 | $14.6M | Sell |
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|
2015
Q1 | $14.9M | Sell |
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|
2014
Q4 | $20.2M | Buy |
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