Ashford Advisors’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 | $247M | Sell |
|
|||||
|
2025
Q1 | $228M | Sell |
|
|||||
|
2024
Q4 | $252M | Sell |
|
|||||
|
2024
Q3 | $251M | Buy |
|
|||||
|
2024
Q2 | $238M | Sell |
|
|||||
|
2024
Q1 | $230M | Sell |
|
|||||
|
2023
Q4 | $211M | Buy |
|
|||||
|
2023
Q3 | $186M | Buy |
|
|||||
|
2023
Q2 | $178M | Buy |
|
|||||
|
2023
Q1 | $159M | Sell |
|
|||||
|
2022
Q4 | $149M | Sell |
|
|||||
|
2022
Q3 | $141M | Buy |
|
|||||
|
2022
Q2 | $149M | Sell |
|
|||||
|
2022
Q1 | $193M | Sell |
|
|||||
|
2021
Q4 | $203M | Sell |
|
|||||
|
2021
Q3 | $185M | Buy |
|
|||||
|
2021
Q2 | $182M | Buy |
|
|||||
|
2021
Q1 | $164M | Buy |
|
|||||
|
2020
Q4 | $127M | Buy |
|