Aspen Investment Management’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 | $3.6M | Hold |
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|
2025
Q1 | $3.25M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.3M | Sell |
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|
2024
Q2 | $3.14M | Hold |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $2.05M | Hold |
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|
2022
Q2 | $2.17M | Hold |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.62M | Hold |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $1.89M | Hold |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $1.77M | Hold |
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|
2019
Q1 | $1.71M | Hold |
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|
2018
Q4 | $1.51M | Hold |
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|
2018
Q3 | $1.76M | Hold |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.56M | Hold |
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|
2017
Q4 | $1.58M | Hold |
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|
2017
Q3 | $1.49M | Hold |
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|
2017
Q2 | $1.43M | Hold |
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|
2017
Q1 | $1.39M | Hold |
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|
2016
Q4 | $1.32M | Hold |
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|
2016
Q3 | $1.28M | Hold |
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|
2016
Q2 | $1.24M | Hold |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $272K | Hold |
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|
2015
Q3 | $256K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $276K | Hold |
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|
2014
Q4 | $274K | Sell |
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|
2014
Q3 | $273K | Hold |
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|
2014
Q2 | $271K | Hold |
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|
2014
Q1 | $259K | Sell |
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|
2013
Q4 | $617K | Buy |
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