Baltimore-Washington Financial 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
Q2 | $60.5M | Buy |
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|
2025
Q1 | $44.5M | Buy |
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|
2024
Q4 | $45M | Buy |
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|
2024
Q3 | $42.4M | Buy |
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|
2024
Q2 | $39.1M | Buy |
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|
2024
Q1 | $35.9M | Buy |
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|
2023
Q4 | $30.7M | Buy |
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|
2023
Q3 | $25.5M | Buy |
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|
2023
Q2 | $25.2M | Buy |
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|
2023
Q1 | $15.4M | Buy |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $7.09M | Sell |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $8.39M | Buy |
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|
2021
Q2 | $7.5M | Buy |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $5.18M | Buy |
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|
2020
Q3 | $3.49M | Buy |
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|
2020
Q2 | $659K | Buy |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $324K | Buy |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $242K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $9K | Buy |
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