Auxano 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
Q3 | $5.2M | Buy |
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|
2025
Q2 | $4.82M | Buy |
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|
2025
Q1 | $4.36M | Sell |
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|
2024
Q4 | $4.6M | Buy |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $4.23M | Sell |
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $3.09M | Hold |
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|
2023
Q2 | $2.96M | Hold |
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|
2023
Q1 | $2.96M | Hold |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $455K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $336K | Hold |
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|
2020
Q2 | $309K | Buy |
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