Ballew 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 | $34.8M | Sell |
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|
2025
Q2 | $33.6M | Buy |
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|
2025
Q1 | $28.4M | Buy |
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|
2024
Q4 | $30M | Buy |
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|
2024
Q3 | $29.3M | Sell |
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|
2024
Q2 | $28.6M | Sell |
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|
2024
Q1 | $26.2M | Sell |
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|
2023
Q4 | $24.5M | Sell |
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|
2023
Q3 | $22.3M | Sell |
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|
2023
Q2 | $23.3M | Sell |
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $20.7M | Sell |
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|
2022
Q3 | $19M | Buy |
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|
2022
Q2 | $17.9M | Sell |
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|
2022
Q1 | $21.1M | Buy |
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|
2021
Q4 | $21.7M | Buy |
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|
2021
Q3 | $20.4M | Sell |
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|
2021
Q2 | $20.8M | Sell |
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|
2021
Q1 | $37.1M | Buy |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $16.7M | Sell |
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|
2020
Q2 | $16.2M | Buy |
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|
2020
Q1 | $13M | Buy |
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|
2019
Q4 | $7.81M | Buy |
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|
2019
Q3 | $5.86M | Buy |
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|
2019
Q2 | $5.01M | Buy |
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|
2019
Q1 | $4.68M | Buy |
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|
2018
Q4 | $3.97M | Buy |
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|
2018
Q3 | $3.26M | Buy |
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|
2018
Q2 | $2.79M | Buy |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $887K | Buy |
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