Beese Fulmer Investment 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 | $1.65M | Buy |
|
|||||
|
2025
Q1 | $1.23M | Buy |
|
|||||
|
2024
Q4 | $1.17M | Buy |
|
|||||
|
2024
Q3 | $1.14M | Buy |
|
|||||
|
2024
Q2 | $737K | Buy |
|
|||||
|
2024
Q1 | $688K | Buy |
|
|||||
|
2023
Q4 | $321K | Sell |
|
|||||
|
2023
Q3 | $302K | Buy |
|
|||||
|
2023
Q2 | $310K | Buy |
|
|||||
|
2023
Q1 | $285K | Sell |
|
|||||
|
2022
Q4 | $274K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $215K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $13K | Buy |
|