Beaumont Asset 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 | $53.5M | Buy |
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|
2025
Q1 | $46.2M | Buy |
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|
2024
Q4 | $44.9M | Sell |
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|
2024
Q3 | $44.9M | Buy |
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|
2024
Q2 | $40.8M | Buy |
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|
2024
Q1 | $37.9M | Buy |
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|
2023
Q4 | $34.2M | Buy |
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|
2023
Q3 | $29.4M | Buy |
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|
2023
Q2 | $28.9M | Sell |
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|
2023
Q1 | $27.1M | Sell |
|
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|
2022
Q4 | $25.6M | Sell |
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|
2022
Q3 | $25.3M | Sell |
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|
2022
Q2 | $27.2M | Buy |
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|
2022
Q1 | $30.6M | Buy |
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|
2021
Q4 | $31.9M | Buy |
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|
2021
Q3 | $26.6M | Buy |
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|
2021
Q2 | $25.3M | Buy |
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|
2021
Q1 | $23M | Sell |
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|
2020
Q4 | $23.8M | Buy |
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|
2020
Q3 | $20.8M | Sell |
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|
2020
Q2 | $22.2M | Sell |
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|
2020
Q1 | $19.3M | Buy |
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|
2019
Q4 | $24.1M | Buy |
|