Asset Management Group’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 | $19.1M | Buy |
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|
2025
Q1 | $17.3M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $13.7M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $10.8M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $11.9M | Sell |
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|
2021
Q1 | $11.2M | Sell |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $9.49M | Sell |
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|
2020
Q2 | $8.77M | Buy |
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|
2020
Q1 | $7.23M | Buy |
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|
2019
Q4 | $8.86M | Sell |
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|
2019
Q3 | $8.5M | Sell |
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|
2019
Q2 | $8.48M | Buy |
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|
2019
Q1 | $7.92M | Buy |
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|
2018
Q4 | $6.81M | Buy |
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|
2018
Q3 | $7.56M | Buy |
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|
2018
Q2 | $6.9M | Buy |
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|
2018
Q1 | $6.57M | Buy |
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|
2017
Q4 | $6.44M | Buy |
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|
2017
Q3 | $5.89M | Buy |
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|
2017
Q2 | $5.39M | Buy |
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|
2017
Q1 | $4.85M | Buy |
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|
2016
Q4 | $4.21M | Buy |
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|
2016
Q3 | $3.54M | Buy |
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|
2016
Q2 | $2.92M | Buy |
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|
2016
Q1 | $2.64M | Buy |
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|
2015
Q4 | $2.31M | Buy |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.11M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $1.05M | Buy |
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|
2014
Q1 | $996K | Hold |
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|
2013
Q4 | $982K | Buy |
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|
2013
Q3 | $885K | Buy |
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|
2013
Q2 | $678K | Buy |
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