Baird Financial 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
Q3 | $534M | Buy |
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|
2025
Q2 | $490M | Sell |
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|
2025
Q1 | $445M | Buy |
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|
2024
Q4 | $450M | Buy |
|
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|
2024
Q3 | $387M | Buy |
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|
2024
Q2 | $338M | Sell |
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|
2024
Q1 | $328M | Sell |
|
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|
2023
Q4 | $325M | Buy |
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|
2023
Q3 | $251M | Sell |
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|
2023
Q2 | $285M | Buy |
|
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|
2023
Q1 | $216M | Sell |
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|
2022
Q4 | $229M | Buy |
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|
2022
Q3 | $206M | Sell |
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|
2022
Q2 | $218M | Buy |
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|
2022
Q1 | $210M | Buy |
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|
2021
Q4 | $212M | Buy |
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|
2021
Q3 | $175M | Buy |
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|
2021
Q2 | $174M | Buy |
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|
2021
Q1 | $157M | Sell |
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|
2020
Q4 | $163M | Buy |
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|
2020
Q3 | $141M | Sell |
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|
2020
Q2 | $136M | Sell |
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|
2020
Q1 | $115M | Buy |
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|
2019
Q4 | $143M | Sell |
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|
2019
Q3 | $145M | Sell |
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|
2019
Q2 | $155M | Buy |
|
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|
2019
Q1 | $74.6M | Sell |
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|
2018
Q4 | $69.7M | Buy |
|
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|
2018
Q3 | $59.8M | Buy |
|
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|
2018
Q2 | $54.5M | Buy |
|
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|
2018
Q1 | $51.3M | Buy |
|
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|
2017
Q4 | $49.3M | Buy |
|
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|
2017
Q3 | $44.3M | Buy |
|
|||||
|
2017
Q2 | $39.4M | Buy |
|
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|
2017
Q1 | $35.6M | Buy |
|
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|
2016
Q4 | $33.4M | Buy |
|
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|
2016
Q3 | $24.6M | Buy |
|
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|
2016
Q2 | $23.6M | Sell |
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|
2016
Q1 | $23.2M | Sell |
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|
2015
Q4 | $24.4M | Buy |
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|
2015
Q3 | $20.4M | Buy |
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|
2015
Q2 | $20.5M | Buy |
|