Bedel Financial Consulting’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 | $6.78M | Buy |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $7.07M | Buy |
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|
2024
Q2 | $6.46M | Sell |
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|
2024
Q1 | $6.29M | Sell |
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|
2023
Q4 | $5.73M | Buy |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $3.74M | Buy |
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|
2022
Q4 | $3.37M | Sell |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $3.88M | Sell |
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|
2021
Q4 | $4.1M | Sell |
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|
2021
Q3 | $3.72M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $3.03M | Sell |
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|
2020
Q3 | $2.76M | Buy |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.29M | Buy |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $2.06M | Sell |
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|
2018
Q2 | $2M | Sell |
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|
2018
Q1 | $2.03M | Sell |
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|
2017
Q4 | $2.13M | Buy |
|