Aufman Associates’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 | $4.81M | Sell |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.34M | Hold |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.13M | Sell |
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|
2021
Q3 | $2.88M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $2.17M | Sell |
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|
2020
Q2 | $2.03M | Sell |
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|
2020
Q1 | $1.71M | Hold |
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|
2019
Q4 | $2.14M | Buy |
|