BCGM Wealth Management’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 | $17M | Sell |
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|
2025
Q1 | $15.6M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $16.2M | Sell |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $13.7M | Sell |
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|
2023
Q3 | $12.4M | Sell |
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|
2023
Q2 | $33M | Buy |
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|
2023
Q1 | $28.9M | Sell |
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|
2022
Q4 | $29.4M | Sell |
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|
2022
Q3 | $28.9M | Sell |
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|
2022
Q2 | $33.5M | Buy |
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|
2022
Q1 | $30.9M | Buy |
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|
2021
Q4 | $28.2M | Buy |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $22.8M | Buy |
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|
2021
Q1 | $14.1M | Sell |
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|
2020
Q4 | $13.7M | Buy |
|