Aveo Capital Partners’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 | – | Sell |
-405
| Closed | -$228K | – | 81 |
|
|
2025
Q1 | $228K | Sell |
405
-66,757
| -99% | -$39.4M | 0.04% | 166 |
|
|
2024
Q4 | $39.5M | Sell |
67,162
-943
| -1% | -$558K | 4.33% | 2 |
|
|
2024
Q3 | $39.3M | Buy |
68,105
+2,006
| +3% | +$1.12M | 4.17% | 2 |
|
|
2024
Q2 | $36.2M | Buy |
66,099
+780
| +1% | +$410K | 4.1% | 2 |
|
|
2024
Q1 | $33.6M | Buy |
65,319
+2,598
| +4% | +$1.3M | 3.66% | 3 |
|
|
2023
Q4 | $30M | Sell |
62,721
-106
| -0.2% | -$47.4K | 3.61% | 2 |
|
|
2023
Q3 | $27M | Buy |
62,827
+774
| +1% | +$346K | 3.55% | 3 |
|
|
2023
Q2 | $27.7M | Buy |
62,053
+1,846
| +3% | +$778K | 3.51% | 2 |
|
|
2023
Q1 | $24.7M | Buy |
60,207
+2,122
| +4% | +$851K | 3.3% | 3 |
|
|
2022
Q4 | $22.3M | Sell |
58,085
-2,241
| -4% | -$865K | 3.36% | 2 |
|
|
2022
Q3 | $21.6M | Buy |
60,326
+2,273
| +4% | +$908K | 3.73% | 2 |
|
|
2022
Q2 | $22M | Sell |
58,053
-58
| -0.1% | -$23.9K | 3.61% | 3 |
|
|
2022
Q1 | $26.4M | Buy |
58,111
+2,427
| +4% | +$1.09M | 4.65% | 3 |
|
|
2021
Q4 | $26.6M | Buy |
55,684
+4,592
| +9% | +$2.12M | 4.77% | 3 |
|
|
2021
Q3 | $22M | Buy |
51,092
+6,377
| +14% | +$2.83M | 4.59% | 2 |
|
|
2021
Q2 | $19.2M | Buy |
44,715
+3,241
| +8% | +$1.36M | 4.25% | 2 |
|
|
2021
Q1 | $16.5M | Buy |
41,474
+40,727
| +5,452% | +$15.8M | 4.16% | 4 |
|
|
2020
Q4 | $280K | Sell |
747
-30,635
| -98% | -$10.9M | 0.43% | 52 |
|
|
2020
Q3 | $10.5M | Buy |
31,382
+30,701
| +4,508% | +$10.2M | 3.8% | 5 |
|
|
2020
Q2 | $211K | Sell |
681
-33,676
| -98% | -$9.89M | 0.42% | 53 |
|
|
2020
Q1 | $8.88M | Buy |
34,357
+870
| +3% | +$267K | 4.32% | 4 |
|
|
2019
Q4 | $10.8M | Sell |
33,487
-115
| -0.3% | -$35.6K | 4.28% | 2 |
|
|
2019
Q3 | $10.4M | Buy |
33,602
+527
| +2% | +$157K | 4.29% | 2 |
|
|
2019
Q2 | $10M | Buy |
33,075
+1,531
| +5% | +$444K | 4.36% | 2 |
|
|
2019
Q1 | $8.98M | Buy |
31,544
+2,095
| +7% | +$573K | 4.15% | 3 |
|
|
2018
Q4 | $7.41M | Buy |
29,449
+3,556
| +14% | +$966K | 3.7% | 3 |
|
|
2018
Q3 | $7.18M | Buy |
25,893
+3,710
| +17% | +$1.06M | 3.21% | 4 |
|
|
2018
Q2 | $6.06M | Sell |
22,183
-2,321
| -9% | -$631K | 2.67% | 5 |
|
|
2018
Q1 | $6.5M | Buy |
24,504
+6,243
| +34% | +$1.72M | 2.71% | 5 |
|
|
2017
Q4 | $4.91M | Buy |
18,261
+1,775
| +11% | +$465K | 1.63% | 11 |
|
|
2017
Q3 | $4.17M | Buy |
16,486
+1,005
| +6% | +$250K | 1.44% | 11 |
|
|
2017
Q2 | $3.77M | Buy |
15,481
+3,866
| +33% | +$933K | 1.33% | 11 |
|
|
2017
Q1 | $2.76M | Sell |
11,615
-11,461
| -50% | -$2.68M | 1.01% | 12 |
|
|
2016
Q4 | $5.19M | Buy |
+23,076
| New | +$5.07M | 1.48% | 13 |
|
Other funds holding IVV
Aveo Capital Partners's IVV Position: Q2 2025 in Review
Aveo Capital Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 405 shares — an estimated $228K sold.
Aveo Capital Partners first reported a position in IVV in Q4 2016 and held it in 34 quarters. The position peaked at $39.5M in Q4 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.
- Aveo Capital Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 405 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $228K.
- Aveo Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 34 quarters.
- Aveo Capital Partners's iShares Core S&P 500 ETF position peaked at $39.5M in Q4 2024.
- 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.